Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Mid Cap Value Fund; Class L Mutual Fund in their Schedule of Assets, totaling $23.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FRAMATOME INC. FRAMATOME INC. 401(K) RETIREMENT PLAN | LYNCHBURG VA | 2,350 | $1.3B | $21.7M |
| 2 | BUCKLEY LLP BUCKLEY LLP PROFIT SHARING AND SECTION 401(K) PLAN | WASHINGTON DC | 201 | $95.9M | $892K |
| 3 | HUGHES HUBBARD & REED LLP HUGHES HUBBARD & REED ASSOCIATES' SECTION 401(K) PLAN |
NEW YORK NY |
| 89 |
| $43.2M |
| $880K |
