Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan Mid-Cap Value FD Institutional Class A in their Schedule of Assets, totaling $84K 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 | THE AMERICAN SCHOOL, AT HARTFORD, FOR THE DEAF AMERICAN SCHOOL FOR THE DEAF SECTION 403(B) RETIREMENT PLAN | WEST HARTFORD CT | 421 | $12.2M | $84K |
