Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Jpmorgan Mid Cap Growth R6 Registered investment company in their Schedule of Assets, totaling $28.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BDP INTERNATIONAL, INC. BDP INTERNATIONAL, INC. 401K AND PROFIT SHARING | PHILADELPHIA PA | 1,261 | $125.9M | $4.4M |
| 2 | TUCKER ELLIS LLP TUCKER ELLIS LLP RETIREMENT SAVINGS PLAN | CLEVELAND OH | 300 | $128.8M | $4.4M |
| 3 | WATKINS ASSOCIATED INDUSTRIES, INC. WATKINS ASSOCIATED INDUSTRIES, INC. EMPLOYEES' INCENTIVE SAVINGS PLAN |
ATLANTA GA |
| 2,300 |
| $135.6M |
| $3.0M |
| 4 | MARIN GENERAL HOSPITAL MARIN GENERAL HOSPITAL 403(B) RETIREMENT PLAN | GREENBRAE CA | 1,904 | $187.1M | $2.7M |
| 5 | SATELLITE HEALTHCARE, INC. SATELLITE HEALTHCARE, INC. 403(B) RETIREMENT PLAN | SAN JOSE CA | 2,032 | $230.0M | $2.1M |
| 6 | BAY SHIP AND YACHT COMPANY BAY SHIP & YACHT COMPANY 401(K) PROFIT SHARING PLAN | ALAMEDA CA | 368 | $35.4M | $1.5M |
| 7 | ZONAR SYSTEMS INC ZONAR SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | SEATTLE WA | 325 | $39.9M | $1.2M |
| 8 | NORTHERN STAR (POGO) LLC NORTHERN STAR (POGO) LLC 401K PLAN | FAIRBANKS AK | 650 | $69.8M | $1.1M |
| 9 | SEKISUI AMERICA CORPORATION SEKISUI DIAGNOSTICS, LLC 401(K) PLAN | BURLINGTON MA | 355 | $48.1M | $968K |
| 10 | TUCKER ELLIS LLP TUCKER ELLIS LLP COUNSEL & ASSOCIATES RETIREMENT PLAN | CLEVELAND OH | 140 | $32.7M | $794K |
