Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan JP Morgan Mid Cap Value in their Schedule of Assets, totaling $174K 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 | ALVINE & ASSOCIATES, INC. ALVINE AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | OMAHA NE | 147 | $30.1M | $155K |
| 2 | COLLINS EINHORN FARRELL PC COLLINS EINHORN FARRELL PC 401(K) PLAN | SOUTHFIELD MI | 95 | $19.9M | $16K |
| 3 | CROWNE CONSULTING GROUP CROWNE CONSULTING GROUP 401(K) |
OCOEE FL |
| 228 |
| $9.3M |
| $3K |
