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 Mutual fund in their Schedule of Assets, totaling $918K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WINSTON RESOURCES, LLC WINSTON RESOURCES, LLC PROFIT SHARING AND 401(K) PLAN | NEW YORK NY | 2,938 | $7.7M | $770K |
| 2 | KANSAS CITY SYMPHONY KANSAS CITY SYMPHONY 403(B) RETIREMENT PLAN | KANSAS CITY MO | 114 | $15.5M | $147K |
