Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan JPMorgan Mid Cap Value in their Schedule of Assets, totaling $1.3M 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 | MCKIM & CREED, INC. MCKIM & CREED, INC. 401(K) PLAN | RALEIGH NC | 867 | $51.8M | $672K |
| 2 | RAVENSCROFT SCHOOL RAVENSCROFT SCHOOL RETIREMENT PLAN | RALEIGH NC | 297 | $57.3M | $590K |
| 3 | ECONOMY MUD PRODUCTS COMPANY ECONOMY MUD PRODUCTS COMPANY 401(K) PROFIT SHARING PLAN |
HOUSTON TX |
| 75 |
| $8.9M |
| $70K |
