Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan JPMorgan Mid Cap Value Fund; Class R6 in their Schedule of Assets, totaling $1.7M 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 | APTOS, LLC APTOS 401(K) SAVINGS PLAN | ALPHARETTA GA | 215 | $59.8M | $751K |
| 2 | RELIAQUEST, LLC RELIAQUEST, LLC 401(K) PLAN | TAMPA FL | 771 | $52.3M | $594K |
| 3 | HALLMARK FINANCIAL SERVICES, INC HFS 401(K) SAVINGS PLAN | DALLAS TX |
| 268 |
| $29.7M |
| $284K |
| 4 | SOUTH PENINSULA HOSPITAL, INC. SOUTH PENINSULA HOSPITAL 403(B) PLAN FOR NON-UNION EMPLOYEES | HOMER AK | 154 | $17.4M | $48K |
