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 Pooled Separate Account in their Schedule of Assets, totaling $2.2M 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 | WESTERN INDUSTRIAL CONTRACTORS, INC. WESTERN INDUSTRIAL CONTRACTORS, INC. 401(K) PLAN | AURORA CO | 203 | $15.8M | $772K |
| 2 | ZIP-O-LOG MILLS, INC. THE HALLSTROM RETIREMENT PROGRAM | EUGENE OR | 178 | $29.9M | $428K |
| 3 | SCION GROUP MANAGEMENT, INC. SCION GROUP 401(K) PLAN |
CHICAGO IL |
| 1,417 |
| $19.9M |
| $383K |
| 4 | SPARTAN WAREHOUSE & DISTRIBUTION COMPANY, INC. SPARTAN LOGISTICS 401(K) PLAN | COLUMBUS OH | 382 | $8.6M | $313K |
| 5 | TERRIBLE HERBST, INC. THI RETIREMENT SAVINGS PLAN | LAS VEGAS NV | 1,415 | $8.0M | $181K |
| 6 | THE GRAND LODGE OF AF & AM OF OREGON MASONIC GRAND LODGE OF OREGON 401(K) RETIREMENT PLAN | FOREST GROVE OR | 80 | $3.3M | $91K |
