Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JP Morgan JP Morgan Mid-Cap Value R6 in their Schedule of Assets, totaling $16.9M 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 | LEPRINO FOODS COMPANY LEPRINO FOODS COMPANY PROFIT SHARING AND 401(K) PLAN | DENVER CO | 4,152 | $673.5M | $6.5M |
| 2 | TRINSEO, LLC TRINSEO LLC 401K PLAN | BERWYN PA | 537 | $152.0M | $2.5M |
| 3 | CRYSTAL CABINET WORKS, INC. CRYSTAL CABINET WORKS, INC. SALARY SAVINGS PLAN |
PRINCETON MN |
| 470 |
| $63.7M |
| $2.0M |
| 4 | HARNESS, DICKEY & PIERCE, PLC HARNESS, DICKEY & PIERCE 401K PROFIT SHARING PLAN | TROY MI | 273 | $162.4M | $1.6M |
| 5 | WEICHERT CO. WEICHERT 401(K) PLAN | MORRIS PLAINS NJ | 1,102 | $231.1M | $1.5M |
| 6 | ROADRUNNER TRANSPORTATION SERVICES, INC. ROADRUNNER TRANSPORTATION SYSTEMS, INC. 401(K) PLAN | DOWNERS GROVE IL | 1,156 | $41.7M | $1.2M |
| 7 | THE CARLSTAR GROUP LLC THE CARLSTAR GROUP LLC 401(K) PLAN | FRANKLIN TN | 849 | $68.9M | $646K |
| 8 | PICKERING, INC. PICKERING, INC. 401(K) PLAN | MEMPHIS TN | 124 | $24.2M | $543K |
| 9 | TRINSEO, LLC ALTUGLAS LLC 401(K) PLAN | BERWYN PA | 213 | $49.4M | $408K |
