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 Mutual Fund N/A in their Schedule of Assets, totaling $2.3M 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 | WESTFIELD DISTRIBUTING (ND), INC. AGI 401(K) RETIREMENT PLAN | NAPERVILLE IL | 580 | $49.4M | $970K |
| 2 | WASHINGTON TOWNSHIP MEDICAL GROUP, INC. WASHINGTON TOWNSHIP MEDICAL GROUP, INC. 401K PLAN | FREMONT CA | 89 | $57.5M | $835K |
| 3 | WASHINGTON TOWNSHIP MEDICAL FOUNDATION |
FREMONT CA |
| 199 |
| $12.7M |
| $266K |
| 4 | GLOBAL INDUSTRIES, INC. GLOBAL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | CLAY CENTER KS | 209 | $26.4M | $254K |
