Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan Mid Cap Growth R2 in their Schedule of Assets, totaling $821K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PATRICK K WILLIS COMPANY INC P K WILLIS COMPANY INC 401K PLAN | EL DORADO HILLS CA | 302 | $7.7M | $399K |
| 2 | WILEY METAL FABRICATING, INC. WILEY METAL FABRICATING, INC. 401(K) PLAN | MARION IN | 150 | $3.8M | $221K |
| 3 | SIOUX FALLS CHRISTIAN SCHOOLS ASSOCIATION |
SIOUX FALLS SD |
| 148 |
| $4.8M |
| $90K |
| 4 | NAVIKA CAPITAL GROUP, LLC NAVIKA CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN | UNIONDALE NY | 2,420 | $4.5M | $60K |
| 5 | NEIGHBORHOOD ASSISTANCE CORPORAT NEIGHBORHOOD ASSISTANCE CORPORATION OF AMERICA 401K PROF | BOSTON MA | 203 | $5.3M | $25K |
| 6 | WILSHIRE LAW FIRM, PLC WILSHIRE LAW FIRM 401(K) PLAN | LOS ANGELES CA | 509 | $4.5M | $14K |
| 7 | LEGACY HEALING CENTER MARGATE, L LEGACY HEALING CENTER MARGATE, LLC 401(K) PLAN | BOCA RATON FL | 430 | $5.6M | $9K |
| 8 | WILSHIRE LAW FIRM, PLC WILSHIRE LAW FIRM 401(K) PLAN | LOS ANGELES CA | 435 | $2.3M | $3K |
