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 Fund a in their Schedule of Assets, totaling $20.6M 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 | ST. CHARLES HEALTH SYSTEM, INC. ST. CHARLES HEALTH SYSTEM, INC. RETIREMENT PLAN | BEND OR | 5,051 | $744.0M | $20.0M |
| 2 | SCIENTIFIC PROTEIN LABORATORIES LLC SCIENTIFIC PROTEIN LABORATORIES LLC 401(K) PLAN | WAUNAKEE WI | 199 | $43.2M | $611K |
