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 - in their Schedule of Assets, totaling $19.5M 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 | METROPOLITAN JEWISH HEALTH SYSTEM, INC. METROPOLITAN JEWISH HEALTH SYSTEM, INC. 403(B) PLAN | NEW YORK NY | 3,209 | $201.2M | $4.7M |
| 2 | SUPERIOR BEVERAGE GROUP, LTD. SUPERIOR BEVERAGE GROUP 401(K) RETIREMENT SAVINGS PLAN | LEWIS CENTER OH | 549 | $49.8M | $3.4M |
| 3 | MARX/OKUBO ASSOCIATES, LTD. |
DENVER CO |
| 211 |
| $39.3M |
| $1.5M |
| 4 | ABDO, LLP ABDO 401(K) PROFIT SHARING PLAN | MANKATO MN | 222 | $35.5M | $1.2M |
| 5 | BLUE FEDERAL CREDIT UNION BLUE FEDERAL CREDIT UNION EMPLOYEES EARNINGS SHARING PLAN | CHEYENNE WY | 372 | $28.5M | $884K |
| 6 | HERO DIGITAL, LLC HERO DIGITAL, LLC 401(K) PLAN | CHICAGO IL | 593 | $34.7M | $725K |
| 7 | INTERCARE HOLDINGS, INC. INTERCARE HOLDINGS, INC. RETIREMENT SAVINGS PLAN | ROCKLIN CA | 460 | $23.5M | $656K |
| 8 | WELLTOWER INC. WELLTOWER INC. RETIREMENT PLAN AND TRUST | TOLEDO OH | 651 | $104.3M | $648K |
| 9 | ERICKSON INCORPORATED ERICKSON INCORPORATED 401(K) PROFIT SHARING PLAN | CENTRAL POINT OR | 294 | $64.2M | $545K |
| 10 | CHOICE SCHOOLS ASSOCIATES, LLC CHOICE SCHOOLS PROFIT SHARING PLAN | WYOMING MI | 994 | $24.1M | $522K |
