Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Mid Cap Value A in their Schedule of Assets, totaling $117K 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 | PUSH, INC. PUSH, INC. 401(K) PLAN | RICE LAKE WI | 210 | $11.1M | $107K |
| 2 | HAYNES INC. THE HAYNES RETIREMENT PLAN | FAIRFAX VA | 83 | $12.4M | $10K |