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 L in their Schedule of Assets, totaling $22.8M 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 | CARILION CLINIC CARILION CLINIC 403(B) RETIREMENT SAVINGS PLAN | ROANOKE VA | 13,094 | $822.2M | $17.3M |
| 2 | CARILION CLINIC CARILION CLINIC 401(K) RETIREMENT SAVINGS PLAN | ROANOKE VA | 2,201 | $135.1M | $3.4M |
| 3 | HICKORY SPRINGS MANUFACTURING COMPANY HICKORY SPRINGS EMPLOYEES 401(K) PLAN |
HICKORY NC |
| 1,754 |
| $75.1M |
| $1.4M |
| 4 | GERSHMAN INVESTMENT CORP. GERSHMAN INVESTMENT CORP. EMPLOYEES SAVINGS TRUST | CHESTERFIELD MO | 231 | $29.3M | $618K |
| 5 | RGC RESOURCES, INC. EMPLOYEES' 401K PLAN OF RGC RESOURCES, INC. | ROANOKE VA | 105 | $22.6M | $112K |
