Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP MORGAN MID CAP VAL FD R6 MUTUAL FUNDS in their Schedule of Assets, totaling $7.3M 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 | SERTA SIMMONS BEDDING, LLC SERTA SIMMONS BEDDING 401(K) RETIREMENT PLAN | DORAVILLE GA | 2,704 | $275.5M | $4.3M |
| 2 | KELLY SERVICES, INC KELLY RETIREMENT SAVINGS PLAN | TROY MI | 142,508 | $342.5M | $1.6M |
| 3 | KELLY SERVICES, INC KELLY RETIREMENT PLUS |
TROY MI |
| 3,040 |
| $270.3M |
| $1.3M |
| 4 | FOWLER HOLDING COMPANY, INC. FOWLER HOLDING COMPANY, INC. 401(K) PLAN | NORMAN OK | 530 | $20.3M | $110K |
