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 Fund Class R6 in their Schedule of Assets, totaling $5.7M 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 | COLLEGE OF AMERICAN PATHOLOGISTS COLLEGE OF AMERICAN PATHOLOGISTS EMPLOYEE'S RETIREMENT AND 401(K) PLAN | NORTHFIELD IL | 764 | $300.1M | $5.0M |
| 2 | CALVERT INTERNAL MEDICINE GROUP, P.A. CALVERT INTERNAL MEDICINE GROUP, P.A. 401(K) PROFIT SHARING PLAN | PRINCE FREDERICK MD | 123 | $42.0M | $695K |
