Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Mid-Cap Growth R3 Registered Investment Company N/A in their Schedule of Assets, totaling $249K 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 | HONEYVILLE, INC. HONEYVILLE, INC RETIREMENT PLAN | OGDEN UT | 305 | $11.7M | $225K |
| 2 | PHOENIX FINANCIAL SERVICES, LLC PHOENIX FINANCIAL SERVICES, LLC GROUP RETIREMENT PLAN | OKATIE SC | 274 | $15.0M | $25K |
