Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan JP Morgan Mid Cap Value Fund R6 in their Schedule of Assets, totaling $25.9M 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 | LUFTHANSA GERMAN AIRLINES VOLUNTARY INVESTMENT PLAN FOR EMPLOYEES OF LUFTHANSA | UNIONDALE NY | 1,858 | $353.8M | $17.4M |
| 2 | SKY CHEFS, INC. SKY CHEFS, INC. MONEYSMART 401K SAVINGS AND RETIREMENT PLAN | IRVING TX | 12,486 | $256.7M | $6.4M |
| 3 | PROXIMO SPIRITS INC. |
JERSEY CITY NJ |
| 444 |
| $72.0M |
| $1.3M |
| 4 | HAWKER PACIFIC AEROSPACE HAWKER PACIFIC AEROSPACE 401(K) PLAN | SUN VALLEY CA | 52 | $19.8M | $490K |
| 5 | KEY POINT HEALTH SERVICES, INC. KEY POINT HEALTH SERVICES, INC. RETIREMENT PLAN | ABERDEEN MD | 143 | $6.6M | $311K |
