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 Value Fd R6 Mutual fund in their Schedule of Assets, totaling $18.6M 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 | RGA REINSURANCE COMPANY RGA SAVINGS PLAN | CHESTERFIELD MO | 2,257 | $669.8M | $8.1M |
| 2 | GENSLER GENSLER 401(K) SAVINGS PLAN | SAN FRANCISCO CA | 3,991 | $717.2M | $7.1M |
| 3 | BTIG, LLC BTIG, LLC 401(K) PLAN | SAN FRANCISCO CA | 585 |
| $142.2M |
| $2.9M |
| 4 | BASS MEDICAL GROUP, INC. BASS MEDICAL GROUP 401(K) PLAN I | WALNUT CREEK CA | 999 | $160.0M | $481K |
