Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan Mid Cap Value Fund; Class L in their Schedule of Assets, totaling $47.9M 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 | QORVO US, INC. QORVO 401(K) PLAN | HILLSBORO OR | 4,547 | $1.2B | $38.3M |
| 2 | FOX ROTHSCHILD LLP FOX ROTHSCHILD LLP RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 1,718 | $756.0M | $5.9M |
| 3 | ART CENTER COLLEGE OF DESIGN ART CENTER COLLEGE OF DESIGN SAVINGS PLAN |
PASADENA CA |
| 1,450 |
| $105.3M |
| $3.3M |
| 4 | HUSQVARNA U.S. HOLDINGS, INC. HUSQVARNA PENSION PLAN | CHARLOTTE NC | 51 | $38.3M | $296K |
| 5 | PRECISION BIOSCIENCES, INC. PRECISION BIOSCIENCES, INC. 401(K) PLAN | DURHAM NC | 113 | $19.1M | $63K |
