Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding JP Morgan Jpmorgan Mid Cap Value R6 in their Schedule of Assets, totaling $47.5M 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 | TATA AMERICA INTERNATIONAL CORPORATION TCS 401(K) PLAN | EDISON NJ | 48,941 | $2.4B | $29.1M |
| 2 | NATIONAL FUTURES ASSOCIATION NATIONAL FUTURES ASSOCIATION EMPLOYEE RETIREMENT SAVINGS PLAN | CHICAGO IL | 502 | $300.9M | $7.9M |
| 3 | KINECTA FEDERAL CREDIT UNION KINECTA FEDERAL CREDIT UNION 401(K) AND PROFIT SHARING PLAN |
MANHATTAN BEACH CA |
| 690 |
| $136.1M |
| $3.6M |
| 4 | KNAUF INSULATION, INC. KNAUF INSULATION RETIREMENT PLAN | SHELBYVILLE IN | 1,398 | $179.9M | $3.6M |
| 5 | BURGESS INFORMATION SYSTEMS INC. BURGESS INFORMATION SYSTEMS INC. EMPLOYEES SAVINGS TRUST | GAINESVILLE GA | 280 | $24.8M | $1.5M |
| 6 | VILLAGE CARE OF NEW YORK THE VILLAGE CARE TAX DEFERRED ANNUITY PLAN | NEW YORK NY | 1,114 | $88.0M | $891K |
| 7 | KNAUF INSULATION, INC. KNAUF 401(K) PLAN FOR UNION EMPLOYEES | SHELBYVILLE IN | 511 | $50.6M | $802K |
| 8 | DONALD B. RICE TIRE COMPANY, INC. DONALD B. RICE TIRE COMPANY, INC. 401(K) PLAN | FREDERICK MD | 257 | $16.3M | $96K |
| 9 | LIFESCIENCE LOGISTICS, LLC LIFESCIENCE LOGISTICS, LLC 401(K) PLAN | DALLAS TX | 482 | $3.3M | $28K |
| 10 | CALEDONIA FARMERS ELEVATOR COMPANY CALEDONIA FARMERS ELEVATOR COMPANY PROFIT SHARING 401(K) PLAN & TRUST | CALEDONIA MI | 116 | $10.9M | $9K |
