Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding JPMorgan Mid Cap Growth R3 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MICROLINE SURGICAL, INC. MICROLINE SURGICAL INC 401(K) PLAN | BEVERLY MA | 136 | $15.8M | $1.3M |
| 2 | OHANA PACIFIC MANAGEMENT CO., INC. OHANA PACIFIC MANAGEMENT COMPANY RETIREMENT PLAN | KANEOHE HI | 586 | $11.5M | $311K |
| 3 | LYNNES NISSAN CITY INC. LYNNES NISSAN CITY INC. 401(K) PROFIT SHARING PLAN |
BLOOMFIELD NJ |
| 154 |
| $8.1M |
| $146K |
| 4 | FOUNDATION DENTAL PARTNERS GEORG FOUNDATION DENTAL PARTNERS GEORGIA PC 401K PLAN | ALPHARETTA GA | 383 | $8.6M | $111K |
| 5 | COPAN DIAGNOSTICS, INC. COPAN DIAGNOSTICS 401K PROFIT SHARING PLAN & TRUST | MURRIETA CA | 240 | $5.7M | $104K |
| 6 | SEOYON E HWA INTERIOR SYSTEMS AL SEOYON E HWA INTERIOR SYSTEMS ALABAMA, LLC EMPLOYEES SAVINGS T | MONTGOMERY AL | 485 | $3.7M | $83K |
| 7 | CARNOW CARNOW, INC. 401(K) PLAN | BOSTON MA | 145 | $4.3M | $60K |
| 8 | SEOYON E-HWA INTERIOR SYSTEMS GE SEOYON E-HWA INTERIOR SYSTEMS GEORGIA, INC. 401 (K) PLAN | LAGRANGE GA | 341 | $1.7M | $59K |
| 9 | GDS PUBLISHING, INC GDS PUBLISHING, INC. 401(K) PLAN | NEW YORK NY | 83 | $4.8M | $58K |
| 10 | SONIC SYSTEMS INTERNATIONAL, INC SONIC SYSTEMS INTERNATIONAL, INC. 401(K) P/S PLAN | WILMINGTON NC | 800 | $16.1M | $32K |
