Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding JPMorgan Mid cap Growth R5 - in their Schedule of Assets, totaling $21.2M 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 | ISUZU NORTH AMERICA CORPORATION ISUZU COMPANIES' SAVINGS PLAN | ANAHEIM CA | 576 | $145.1M | $6.4M |
| 2 | BOB EVANS RESTAURANTS, LLC BOB EVANS RESTAURANTS, LLC 401(K) RETIREMENT PLAN | NEW ALBANY OH | 13,854 | $102.7M | $4.6M |
| 3 | THE INLAND GROUP, LLC THE INLAND GROUP, LLC SAVINGS PLAN |
OAK BROOK IL |
| 1,208 |
| $108.5M |
| $3.5M |
| 4 | DELTA DENTAL PLAN OF OKLAHOMA, INC. DELTA DENTAL OF OKLAHOMA 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY OK | 123 | $26.3M | $1.4M |
| 5 | KMG PRESTIGE INCORPORATED KMG PRESTIGE INCORPORATED RETIREMENT 401(K) PLAN | MT PLEASANT MI | 1,135 | $18.7M | $1.0M |
| 6 | B & M PRECISION, INC. B & M PRECISION, INC. | RUSKIN FL | 275 | $23.1M | $923K |
| 7 | CENTERPOINT PROPERTIES TRUST CENTERPOINT PROPERTIES TRUST 401(K) PLAN | OAKBROOK IL | 143 | $55.8M | $841K |
| 8 | CANTON DROP FORGE, INC. CANTON DROP FORGE INC., RETIREMENT SAVINGS PLAN | CANTON OH | 179 | $10.2M | $423K |
| 9 | MILLENNIUM PARTNERS MANAGEMENT L MILLENNIUM PARTNERS MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 123 | $29.7M | $418K |
| 10 | CRAIG TECHNICAL CONSULTING, INC. CRAIG TECHNOLOGIES, INC. 401(K) SAVINGS PLAN | MERRITT ISLAND FL | 195 | $15.6M | $393K |
