Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Midcap Growth Fund Mutual Fund in their Schedule of Assets, totaling $5.6M 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 | THE OPTIONS CLEARING CORPORATION THE OPTIONS CLEARING CORPORATION RETIREMENT SAVINGS PLAN | CHICAGO IL | 1,173 | $320.4M | $3.6M |
| 2 | STATE STEEL SUPPLY CO. TRIPLE S PROFIT SHARING 401(K) PLAN | SIOUX CITY IA | 319 | $72.3M | $2.0M |
| 3 | SHINE BROS. CORP. SHINE BROS. CORP. PROFIT SHARING 401(K) PLAN |
SPENCER IA |
| 113 |
| $16.5M |
| $23K |