Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Mid Cap Growth R3 Mutual Fund in their Schedule of Assets, totaling $2.3M 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 | THE LAMPO GROUP, LLC THE LAMPO GROUP, LLC 401(K) PLAN | FRANKLIN TN | 1,009 | $91.9M | $2.1M |
| 2 | MATSUO INDUSTRIES USA, INC. 401(K) PLAN FOR EMPLOYEES OF MATSUO INDUSTRIES USA, INC. | JEFFERSON CITY TN | 130 | $4.6M | $164K |
| 3 | BIG BEND HOSPICE, INC. BIG BEND HOSPICE RETIREMENT PLAN |
TALLAHASSEE FL |
| 228 |
| $11.6M |
| $48K |
