Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Mid Cap Growth Fund R6 Mutual Funds in their Schedule of Assets, totaling $756K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CAPITAL PROPERTIES SERVICES, LLC CAPITAL PROPERTIES SERVICES, LLC 401(K) PLAN | NEW YORK NY | 218 | $19.6M | $378K |
| 2 | AMERICAN RETAIL CORPORATION WATSON'S OF CINCINNATI PROFIT SHARING 401(K) PLAN | CINCINNATI OH | 257 | $13.7M | $378K |