Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JPMorgan Mid Cap Growth R5 Mutual fund in their Schedule of Assets, totaling $17.0M 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 | BENCO DENTAL SUPPLY CO. BENCO DENTAL SUPPLY CO. 401(K) PLAN | PITTSTON PA | 1,527 | $261.5M | $7.4M |
| 2 | RUTAN & TUCKER, LLP RUTAN & TUCKER, LLP PROFIT SHARING PLAN | IRVINE CA | 173 | $170.6M | $5.6M |
| 3 | SHAKLEE CORPORATION SHAKLEE 401(K) RETIREMENT SAVINGS PLAN |
PLEASANTON CA |
| 215 |
| $65.1M |
| $2.2M |
| 4 | RUTAN & TUCKER, LLP RUTAN & TUCKER, LLP 401(K) PLAN | IRVINE CA | 85 | $19.1M | $703K |
| 5 | LEWIS BRISBOIS BISGAARD & SMITH LLP LEWIS BRISBOIS BISGAARD & SMITH LLP 401(K) PLAN | LOS ANGELES CA | 293 | $197.1M | $546K |
| 6 | LEWIS BRISBOIS BISGAARD & SMITH LLP LEWIS BRISBOIS BISGAARD & SMITH LLP EMPLOYEES 401(K) PLAN | LOS ANGELES CA | 2,617 | $301.5M | $515K |
