Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding JPMorgan Mid-Cap Growth Fund in their Schedule of Assets, totaling $19.8M 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 | EDMUNDS.COM, INC. EDMUNDS.COM, INC. 401(K) PLAN | SANTA MONICA CA | 482 | $143.7M | $5.8M |
| 2 | RISE, INC. RISE, INC. 401(K) SAVINGS PLAN | FRIDLEY MN | 804 | $15.0M | $2.6M |
| 3 | TENNESSEE FARMERS COOPERATIVE CO-OP PENSION PLAN | LAVERGNE TN |
| 3,312 |
| $385.7M |
| $1.8M |
| 4 | HARPS FOOD STORES, INC. HARPS FOOD STORES, INC. 401(K) PLAN | SPRINGDALE AR | 4,360 | $39.7M | $1.6M |
| 5 | IFP MOTION SOLUTIONS THE IFP GROUP OF COMPANIES PROFIT SHARING 401(K) PLAN | CEDAR RAPIDS IA | 154 | $38.1M | $1.5M |
| 6 | SOUTHWARK METAL MANUFACTURING CO. SOUTHWARK METAL MANUFACTURING CO. 401(K) RETIREMENT PLAN | PHILADELPHIA PA | 1,274 | $24.6M | $1.4M |
| 7 | TSRC SPECIALTY MATERIALS LLC TSRC SPECIALTY MATERIALS 401(K) RETIREMENT PLAN | KATY TX | 87 | $23.1M | $1.4M |
| 8 | JOHNSON HEALTH TECH NORTH AMERICA, INC. JHT 401(K) PLAN | COTTAGE GROVE WI | 1,376 | $86.6M | $869K |
| 9 | THE LOVE COMPANIES THE LOVE COMPANIES 401(K) PLAN | SAINT LOUIS MO | 1,208 | $18.6M | $565K |
| 10 | PNP PEDIATRICS, LLC PRINCETON NASSAU PEDIATRICS 401(K) PROFIT SHARING PLAN | WEST WINDSOR NJ | 82 | $21.9M | $460K |
