Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan JP Morgan Mid Cap Value Fund; Class L in their Schedule of Assets, totaling $1.7M 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 | ROBERT A.M. STERN ARCHITECTS, LLP ROBERT A.M. STERN ARCHITECTS 401(K) PROFIT SHARING PLAN | NEW YORK NY | 230 | $77.5M | $706K |
| 2 | BANNER ENGINEERING CORP BANNER ENGINEERING CORP. PROFIT SHARING RETIREMENT SAVINGS PLAN AND TRUST | PLYMOUTH MN | 1,005 | $191.6M | $541K |
| 3 | LUMBERMENS MERCHANDISING CORPORATION |
WAYNE PA |
| 212 |
| $99.1M |
| $404K |
