Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMorgan Mid Cap Growth R6 Pooled separate account in their Schedule of Assets, totaling $1.5M 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 | ASCENDUM MACHINERY, INC. ASCENDUM MACHINERY, INC. 401(K) PLAN | HUNTERSVILLE NC | 305 | $26.8M | $881K |
| 2 | IRONTON-LAWRENCE COUNTY AREA COMMUNITY ACTION ORGANIZATION, INC. IRONTON-LAWRENCE COUNTY AREA COMMUNITY ACTION ORGANIZATION, INC. TAX SHELTERED ANNUITY PLAN | IRONTON OH | 428 | $22.9M | $222K |
| 3 | IDAHO MILK PRODUCTS, INC |
JEROME ID |
| 234 |
| $14.5M |
| $187K |
| 4 | NEW HOPE INTEGRATED BEHAVIORAL HEALTH CARE NEW HOPE INTEGRATED BEHAVIORAL HEALTH CARE 401(K) RETIREMENT PLAN | MARLBORO NJ | 183 | $6.6M | $140K |
| 5 | YOUTH CO-OP, INC. YOUTH CO-OP, INC. RETIREMENT PLAN | MIAMI FL | 265 | $17.5M | $104K |
| 6 | INNS OF AURORA, LLC INNS OF AURORA, LLC 401(K) PLAN | AURORA NY | 161 | $3.4M | $11K |
| 7 | DELTA ENTERPRISE CORPORATION DELTA ENTERPRISE CORPORATION 401(K) PROFIT SHARING PLAN | NEW YORK NY | 145 | $5.6M | $1K |