Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Investment Mgmt Inc. JP Morgan Mid Cap Value R6 Fd 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 | XYLEM INC. XYLEM PENSION PLAN FOR U.S. HOURLY EMPLOYEES | WHITE PLAINS NY | 320 | $84.3M | $1.4M |
| 2 | ASCENT GLOBAL LOGISTICS, INC. ASCENT GLOBAL LOGISTICS, INC. 401(K) PLAN | MILWAUKEE WI | 1,010 | $73.3M | $542K |
