Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan JP Morgan Mid-Cap Value L in their Schedule of Assets, totaling $2.2M 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 | C&S WHOLESALE GROCERS, INC. C&S CONSOLIDATED PENSION PLAN | KEENE NH | 100 | $58.7M | $740K |
| 2 | GERMANTOWN ACADEMY GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN | FORT WASHINGTON PA | 318 | $101.9M | $638K |
| 3 | PLASTIC OMNIUM SAVINGS PLAN FOR EMPLOYEES OF PLASTIC OMNIUM AUTO EXTERIORS, L.L.C. |
ANDERSON SC |
| 1,992 |
| $61.6M |
| $611K |
| 4 | PB RESTAURANTS, LLC EARL ENTERPRISES RETIREMENT SAVINGS PLAN | ORLANDO FL | 8,647 | $32.2M | $245K |
