Jpmorgan Midcap Value Fund
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 312 retirement plans report an interest in this investment, totaling $37.6M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
312
Reported interest (EOY)
$37.6M
Data source
DOL Form 5500 · Schedule D
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.
Plans holding Jpmorgan Midcap Value Fundranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ASSOCIATED SPACE DESIGN, INC. ASSOCIATED SPACE DESIGN, INC. RETIREMENT SAVINGS PLAN | ATLANTA GA | 185 | $48.6M | $1.2M |
| 2 | GOENGINEER, INC. GOENGINEER, INC. RETIREMENT PLAN | MIDVALE UT | 694 | $85.3M | $1.1M |
| 3 | CENTRAL PROCESSING CORP. CENTRAL PROCESSING CORP. RETIREMENT PLAN | MARATHON WI | 1,569 | $92.6M | $1.0M |
| 4 | MIDLAND INFORMATION RESOURCES COMPANY ELANDERS AMERICAS 401(K) RETIREMENT PLAN | DAVENPORT IA | 159 | $20.3M | $1.0M |
| 5 | AMERICAN VANGUARD CORPORATION AMERICAN VANGUARD CORPORATION RETIREMENT SAVINGS PLAN | NEWPORT BEACH CA | 415 | $81.6M | $671K |
| 6 | CARR AUTO GROUP, INC. CARR AUTO GROUP 401(K) RETIREMENT PLAN | BEAVERTON OR | 259 | $22.7M | $661K |
| 7 | BREWSTER HEIGHTS PACKING & ORCHARDS, LP CHELAN FRESH MARKETING/BHPO LP 401(K) PLAN | BREWSTER WA | 3,375 | $29.9M | $626K |
| 8 | SDI INNOVATIONS, INC. SDI INNOVATIONS, INC. RETIREMENT READINESS 401(K)PLAN | LAFAYETTE IN | 117 | $15.6M | $619K |
| 9 | ALFRED DUNNER, INC. ALFRED DUNNER, INC. 401(K) PLAN | NEW YORK NY | 181 | $38.5M | $592K |
| 10 | DANVILLE METAL STAMPING COMPANY, INC. DANVILLE METAL STAMPING COMPANY, INC. EMPLOYEES' SAVINGS PLAN | DANVILLE IL | 348 | $22.9M | $591K |
See all 312 plans holding Jpmorgan Midcap Value Fund
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