Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding JP Morgan Mid-Cap Value Fund Class R6 # in their Schedule of Assets, totaling $29.8M 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 | A. T. KEARNEY, INC. A. T. KEARNEY, INC. 401K AND PROFIT SHARING RETIREMENT PLAN | CHICAGO IL | 1,144 | $698.2M | $11.7M |
| 2 | PET SUPPLIES PLUS, LLC PET SUPPLIES PLUS, LLC 401(K) PLAN | LIVONIA MI | 0 | $0 | $4.0M |
| 3 | CHANEL CHANEL, INC. SAVINGS & INVESTMENT PLAN |
NEW YORK NY |
| 2,599 |
| $424.7M |
| $3.8M |
| 4 | FRANCHISE GROUP, INC. FRANCHISE GROUP, INC. 401(K) PLAN | DELAWARE OH | 13,300 | $149.3M | $3.7M |
| 5 | THE SWATCH GROUP (U.S.) INC. THE SWATCH GROUP (U.S.) INC. 401(K) PLAN | MIAMI FL | 962 | $74.7M | $3.6M |
| 6 | FGS GLOBAL INC. FGS GLOBAL SAVINGS & INVESTMENT PLAN | WASHINGTON DC | 703 | $160.0M | $1.5M |
| 7 | DURAVENT, INC. DURAVENT GROUP RETIREMENT SAVINGS AND INVESTMENT PLAN | DETROIT MI | 871 | $48.7M | $557K |
| 8 | GIBSON INSURANCE AGENCY, INC. GIBSON INSURANCE AGENCY, INC. 401(K) PLAN | SOUTH BEND IN | 185 | $38.1M | $541K |
| 9 | HANWHA AZDEL, INC. HANWHA AZDEL, INC. EMPLOYEE SAVINGS PLAN | FOREST VA | 225 | $17.9M | $195K |
| 10 | BLUE COMPASS RV, LLC BLUE COMPASS RV, LLC 401(K) PLAN | FORT LAUDERDALE FL | 3,064 | $23.4M | $124K |
