Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Jpmorgan Mid Cap Growth R6 Mutual Fund N/A in their Schedule of Assets, totaling $23.4M 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 | SONIFI SOLUTIONS, INC. SONIFI SOLUTIONS, INC. 401(K) PLAN | SIOUX FALLS SD | 614 | $95.2M | $7.1M |
| 2 | ALERUS FINANCIAL ALERUS FINANCIAL CORPORATION SAFE HARBOR 401K PLAN | GRAND FORKS ND | 864 | $192.1M | $3.8M |
| 3 | STRONG & HANNI, P.C. STRONG & HANNI 401(K) PROFIT SHARING PLAN |
SALT LAKE CITY UT |
| 162 |
| $42.9M |
| $2.3M |
| 4 | HOUSTON ENGINEERING, INC. HOUSTON ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | FARGO ND | 247 | $54.8M | $1.4M |
| 5 | RANCH AND HOME SUPPLY, LLC RANCH AND HOME SUPPLY, LLC 401(K) PLAN | BOZEMAN MT | 1,841 | $40.9M | $1.4M |
| 6 | O'FALLON CASTING, LLC O'FALLON CASTING, LLC 401(K) PLAN | O FALLON MO | 229 | $17.7M | $1.1M |
| 7 | BALDWIN & SHELL CONSTRUCTION CO. BALDWIN & SHELL CONSTRUCTION CO. 401(K) PLAN | LITTLE ROCK AR | 290 | $12.8M | $880K |
| 8 | GOOD SAMARITAN HOSPITAL ASSOCIATION GOOD SAMARITAN HOSPITAL ASSOCIATION 401(K) PLAN | RUGBY ND | 237 | $18.2M | $736K |
| 9 | L/P INSURANCE SERVICES LLC L/P INSURANCE SERVICES 401K PLAN | RENO NV | 225 | $33.6M | $583K |
| 10 | UNIVERSAL METAL PRODUCTS, INC. UNIVERSAL METAL PRODUCTS, INC. 401(K) RETIREMENT AND SAVINGS PLAN | WICKLIFFE OH | 238 | $14.6M | $540K |
