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 Fund; Class L Mutual Fund in their Schedule of Assets, totaling $64.6M 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 | LAM RESEARCH CORPORATION SAVINGS PLUS PLAN, LAM RESEARCH 401(K) | FREMONT CA | 8,132 | $2.8B | $41.1M |
| 2 | FRAMATOME INC. FRAMATOME INC. 401(K) RETIREMENT PLAN | LYNCHBURG VA | 2,350 | $1.3B | $21.7M |
| 3 | BUCKLEY LLP BUCKLEY LLP PROFIT SHARING AND SECTION 401(K) PLAN |
WASHINGTON DC |
| 201 |
| $95.9M |
| $892K |
| 4 | HUGHES HUBBARD & REED LLP HUGHES HUBBARD & REED ASSOCIATES' SECTION 401(K) PLAN | NEW YORK NY | 89 | $43.2M | $880K |
