Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 334 retirement plans report an interest in this investment, totaling $42.0M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Jpmorgan Midcap Value Fund, Jpmorgan Midcap Value, Jpmorgan Midcap Value Funds. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | AMERICAN PULVERIZER COMPANY AMERICAN PULVERIZER COMPANY/HUSTLER CONVEYOR EMPLOYEES' PROFIT SHARING & 401(K) PLAN | ST. LOUIS MO | 120 | $16.6M | $1.6M |
| 2 | ASSOCIATED SPACE DESIGN, INC. ASSOCIATED SPACE DESIGN, INC. RETIREMENT SAVINGS PLAN | ATLANTA GA | 185 | $48.6M | $1.2M |
| 3 | GOENGINEER, INC. GOENGINEER, INC. RETIREMENT PLAN | MIDVALE UT | 694 | $85.3M | $1.1M |
| 4 | CENTRAL PROCESSING CORP. CENTRAL PROCESSING CORP. RETIREMENT PLAN | MARATHON WI | 1,569 | $92.6M | $1.0M |
| 5 | MIDLAND INFORMATION RESOURCES COMPANY ELANDERS AMERICAS 401(K) RETIREMENT PLAN | DAVENPORT IA | 159 | $20.3M | $1.0M |
| 6 | AMERICAN VANGUARD CORPORATION AMERICAN VANGUARD CORPORATION RETIREMENT SAVINGS PLAN | NEWPORT BEACH CA | 415 | $81.6M | $671K |
| 7 | CARR AUTO GROUP, INC. CARR AUTO GROUP 401(K) RETIREMENT PLAN | BEAVERTON OR | 259 | $22.7M | $661K |
| 8 | BREWSTER HEIGHTS PACKING & ORCHARDS, LP CHELAN FRESH MARKETING/BHPO LP 401(K) PLAN | BREWSTER WA | 3,375 | $29.9M | $626K |
| 9 | SDI INNOVATIONS, INC. SDI INNOVATIONS, INC. RETIREMENT READINESS 401(K)PLAN | LAFAYETTE IN | 117 | $15.6M | $619K |
| 10 | ALFRED DUNNER, INC. ALFRED DUNNER, INC. 401(K) PLAN | NEW YORK NY | 181 | $38.5M | $592K |
