Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan JP Morgan Mid Cap Value Fd R6 in their Schedule of Assets, totaling $457K 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 | MARIO TRICOCI HAIR SALON AND DAY SPAS, LLC MARIO TRICOCI 401(K) SAVINGS PLAN | PALATINE IL | 990 | $54.8M | $372K |
| 2 | ADVANCED TECHNOLOGY LEADERS, INC ATL RETIREMENT & SAVINGS PLAN | MARTINEZ GA | 152 | $5.0M | $86K |
