Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Jp Morgan Funds Jp Morgan Mid Cap Value R6 in their Schedule of Assets, totaling $1.2M 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 | AMERICA FIRST CREDIT UNION DBA AMERICA FIRST CREDIT UNION AMERICA FIRST CREDIT UNION 401(K) PLAN AND TRUST | RIVERDALE UT | 3,403 | $143.0M | $523K |
| 2 | E&H FAMILY GROUP, INC. E&H FAMILY GROUP, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | WOOSTER OH | 407 | $7.5M | $442K |
| 3 | PAYTECH, INC. |
DENVER CO |
| 126 |
| $12.3M |
| $231K |
