Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding JP Morgan JP Morgan Mid-Cap Value Fund in their Schedule of Assets, totaling $22.1M 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 | UNIFIRST CORPORATION UNIFIRST RETIREMENT SAVINGS PLAN | WILMINGTON MA | 12,174 | $554.2M | $8.8M |
| 2 | BARR ENGINEERING CO. BARR ENGINEERING CO. RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 1,059 | $277.1M | $7.7M |
| 3 | APPLIED SYSTEMS, INC. APPLIED SYSTEMS, INC. RETIREMENT SAVINGS PLAN |
UNIVERSITY PARK IL |
| 1,704 |
| $225.8M |
| $2.5M |
| 4 | SALAMANDER FARMS, L.L.C. SALAMANDER 401(K) RETIREMENT PLAN | THE PLAINS VA | 1,187 | $41.3M | $777K |
| 5 | COMMUNITY WEST BANK COMMUNITY WEST BANK RETIREMENT PLAN | FRESNO CA | 345 | $44.5M | $632K |
| 6 | CALIFORNIA SUPPLY, INC. CALIFORNIA SUPPLY, INC. 401(K) PROFIT SHARING PLAN | GARDENA CA | 89 | $18.8M | $478K |
| 7 | RED COATS, INC. RED COATS, INC. EMPLOYEES' 401(K) PLAN | BETHESDA MD | 3,134 | $27.5M | $450K |
| 8 | SOUTHERN MINNESOTA BEET SUGAR COOPERATIVE SOUTHERN MINNESOTA BEET SUGAR COOPERATIVE 401(K) PLAN | RENVILLE MN | 140 | $25.0M | $289K |
| 9 | SPRECKELS SUGAR COMPANY, INC. SPRECKELS SUGAR COMPANY, INC. 401(K) PLAN | RENVILLE MN | 397 | $27.5M | $197K |
| 10 | VANGUARD DIRECT, INC. VANGUARD DIRECT 401(K) RETIREMENT PLAN | NEW YORK NY | 133 | $24.7M | $139K |
