Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding J.P. Morgan Asset Management JPMorgan Mid Cap Value Fund R6 in their Schedule of Assets, totaling $678K 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 | TRANSERVICE LOGISTICS, INC. TRANSERVICE RETIREMENT PLAN | LAKE SUCESS NY | 314 | $11.3M | $339K |
| 2 | CS ENERGY, LLC CS ENERGY, LLC 401(K) RETIREMENT PLAN | EDISON NJ | 143 | $15.8M | $339K |
