Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding J.P. Morgan J P Morgan Mid Cap Value L in their Schedule of Assets, totaling $1.9M 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 | GEOENGINEERS, INC. GEOENGINEERS, INC. 401(K) PROFIT SHARING PLAN | REDMOND WA | 425 | $89.2M | $1.9M |
| 2 | LUMMUS CORPORATION LUMMUS CORPORATION EMPLOYEES 401(K) PLAN | SAVANNAH GA | 130 | $12.9M | $5K |
