Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan JPMorgan Mid Cap Value L in their Schedule of Assets, totaling $488K 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 | CHINA MERCHANTS BANK CHINA MERCHANTS BANK 401(K) PLAN | NEW YORK NY | 111 | $36.0M | $287K |
| 2 | RK STRATMAN, INC. RK STRATMAN, INC. 401(K) PROFIT-SHARING PLAN | WENTZVILLE MO | 91 | $9.0M | $201K |
