Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Jpmorgan Mid Cap Growth Mutual Fund in their Schedule of Assets, totaling $20.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NATIONAL BEEF PACKING COMPANY, LLC NATIONAL BEEF 401(K) PLAN | KANSAS CITY MO | 4,623 | $130.8M | $5.6M |
| 2 | EDF RENEWABLES EDF RENEWABLES 401(K) PLAN | SAN DIEGO CA | 1,628 | $222.9M | $3.1M |
| 3 | OXFORD DEVELOPMENT COMPANY OXFORD DEVELOPMENT COMPANY 401(K) PROFIT SHARING P |
PITTSBURGH PA |
| 120 |
| $29.2M |
| $2.3M |
| 4 | WHITEFORD, TAYLOR & PRESTON, L.L.P. WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST | BALTIMORE MD | 260 | $129.4M | $2.0M |
| 5 | BERING STRAITS NATIVE CORPORATION BERING STRAITS NATIVE CORPORATION 401(K) PLAN | ANCHORAGE AK | 2,357 | $108.8M | $1.7M |
| 6 | MICRON PRECISION, LLC KING MACHINE OF CHARLOTTE 401(K) PLAN | CHARLOTTE NC | 195 | $10.5M | $918K |
| 7 | MIZE CPAS INC. MIZE CPAS INC. 401(K) PLAN | TOPEKA KS | 307 | $36.4M | $616K |
| 8 | CCK AUTOMATIONS, LLC CCK AUTOMATIONS LLC 401(K) RETIREMENT PLAN | JACKSONVILLE IL | 214 | $5.4M | $573K |
| 9 | KLEIN'S SHOPRITE OF MARYLAND KLEIN'S SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN | FOREST HILL MD | 701 | $32.2M | $457K |
| 10 | COMPARENETWORKS, INC. COMPARENETWORKS, INC. 401(K) PLAN | SAN FRANCISCO CA | 120 | $17.6M | $388K |
