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 R5 Pooled separate account N/A in their Schedule of Assets, totaling $7.6M 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 | SHC SERVICES, INC. SHC SERVICES, INC. 401(K) PLAN | COTTONWOOD HEIGHTS UT | 10,302 | $97.8M | $4.3M |
| 2 | SHC HOLDCO, INC. SHC HOLDCO, INC. 401(K) PLAN | COTTONWOOD HEIGHTS UT | 6,298 | $73.9M | $3.3M |
