Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan Mid Cap Growth Fund R6 Registered investment company in their Schedule of Assets, totaling $2.6M 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 | ROBINHOOD MARKETS, INC. ROBINHOOD 401(K) PLAN | MENLO PARK CA | 2,160 | $246.2M | $1.7M |
| 2 | MID VALLEY IPA, INC. MID VALLEY IPA, INC. 401(K) PLAN | SALEM OR | 50 | $9.3M | $437K |
| 3 | THRESHOLD ENTERPRISES, LTD. THRESHOLD ENTERPRISES, LTD. 401(K) PLAN |
SCOTTS VALLEY CA |
| 443 |
| $9.3M |
| $316K |
| 4 | CENTRAL VALLEY BUILDERS SUPPLY CENTRAL VALLEY EMPLOYEES 401(K) PLAN | NAPA CA | 213 | $13.1M | $64K |
