Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 100 U.S. retirement plans report holding JPMorgan Mid-Cap Growth Fund in their Schedule of Assets, totaling $98.9M 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 | M/I HOMES, INC. M/I HOMES, INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 1,839 | $184.4M | $12.6M |
| 2 | EDMUNDS.COM, INC. EDMUNDS.COM, INC. 401(K) PLAN | SANTA MONICA CA | 482 | $143.7M | $5.8M |
| 3 | NGL ENERGY HOLDINGS, LLC NGL ENERGY 401(K) PLAN |
| 549 |
| $117.2M |
| $5.1M |
| 4 | 899210-01 NEXTEP, INC. NEXTEP 401(K) RETIREMENT SAVINGS PLAN | NORMAN OK | 16,913 | $566.4M | $4.3M |
| 5 | DEFENDER ASSOCIATION OF PHILADELPHIA DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN | PHILADELPHIA PA | 718 | $142.5M | $4.1M |
| 6 | KROENKE SPORTS HOLDINGS, LLC KROENKE SPORTS 401(K) SAVINGS PLAN | DENVER CO | 2,537 | $120.7M | $3.4M |
| 7 | WORLD KINECT CORPORATION WORLD KINECT CORPORATION 401(K) PROFIT SHARING PLAN | MIAMI FL | 2,431 | $382.7M | $3.3M |
| 8 | BWBR ARCHITECTS, INC. BWBR ARCHITECTS, INC. PROFIT SHARING AND 401(K) PLAN | ST. PAUL MN | 184 | $55.8M | $3.1M |
| 9 | ZEECO, INC. ZEECO, INC. 401(K) PLAN | BROKEN ARROW OK | 818 | $134.6M | $3.0M |
| 10 | ASSURITY LIFE INSURANCE COMPANY ASSURITY LIFE INSURANCE COMPANY 401(K) PLAN | LINCOLN NE | 389 | $107.0M | $2.8M |
