Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Funds Mid Cap Value Fund in their Schedule of Assets, totaling $3.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CARLISLE, LLC CARLISLE, LLC EMPLOYEE INCENTIVE SAVINGS PLAN | SCOTTSDALE AZ | 4,433 | $869.7M | $3.2M |
| 2 | HANBURY EVANS WRIGHT VLATTAS + COMPANY HANBURY EVANS WRIGHT VLATTAS + COMPANY PROFIT SHARING PLAN | NORFOLK VA | 155 | $23.6M | $336K |
