Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan Mid Cap Growth R6 Fund Mutual fund in their Schedule of Assets, totaling $1.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CITIZENS AND FARMERS BANK SBA DEFINED CONTRIBUTION PLAN FOR CITIZENS AND FARMERS BANK | WEST POINT VA | 410 | $60.5M | $1.3M |
| 2 | AFS, LLC AFS, LLC 401(K) PLAN | SHREVEPORT LA | 262 | $17.7M | $319K |
| 3 | TEXAS BAY CREDIT UNION TEXAS BAY CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN |
HOUSTON TX |
| 152 |
| $19.4M |
| $177K |
| 4 | BRAVAS, LLC BRAVAS 401(K) PLAN | OVERLAND PARK KS | 268 | $14.3M | $139K |
| 5 | RARESTEP, INC. FLEETIO 401(K) PLAN | BIRMINGHAM AL | 283 | $13.8M | $15K |
