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 Registered investment company in their Schedule of Assets, totaling $5.4M 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 | SANTA CLARA UNIVERSITY SANTA CLARA UNIVERSITY TAX-DEFERRED ANNUITY PLAN | SANTA CLARA CA | 1,835 | $459.6M | $3.1M |
| 2 | STRIDER CONSTRUCTION CO., INC. STRIDER CONSTRUCTION CO., INC. RETIREMENT PLAN | BELLINGHAM WA | 98 | $18.9M | $1.7M |
| 3 | LEAMINGTON CO. LEAMINGTON CO. AND AFFILIATED EMPLOYERS 401(K) PLAN |
MINNEAPOLIS MN |
| 297 |
| $35.9M |
| $341K |
| 4 | AUTISM SPEAKS, INC. AUTISM SPEAKS 401(K) PLAN | WASHINGTON DC | 138 | $23.2M | $234K |
