Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding JP Morgan Mid-Cap Value Fund Mutual Fund in their Schedule of Assets, totaling $28.0M 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 | TRIDENT SEAFOODS CORPORATION TRIDENT SEAFOODS CORPORATION 401(K) RETIREMENT PLAN | SEATTLE WA | 2,573 | $255.5M | $14.3M |
| 2 | BARCLAY DAMON LLP BARCLAY DAMON LLP PROFIT SHARING AND 401(K) PLAN | SYRACUSE NY | 484 | $187.1M | $3.2M |
| 3 | RYAN, SWANSON & CLEVELAND, PLLC |
SEATTLE WA |
| 83 |
| $56.6M |
| $2.4M |
| 4 | HOFFMANN BROTHERS HEATING & AIR CONDITIONING HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN AND TRUST | ST. LOUIS MO | 360 | $27.4M | $1.9M |
| 5 | AMPLIFY EDUCATION, INC. AMPLIFY EDUCATION, INC. 401(K) PLAN | BROOKLYN NY | 1,786 | $169.0M | $1.5M |
| 6 | NORTH COUNTRY HEALTHCARE NORTH COUNTRY HEALTHCARE RETIREMENT PLAN | WHITEFIELD NH | 1,165 | $85.3M | $1.3M |
| 7 | KANSAS ORTHOPAEDIC CENTER, P.A. KANSAS ORTHOPAEDIC CENTER, P.A. 401(K) PLAN | WICHITA KS | 162 | $27.0M | $1.1M |
| 8 | PASCUA YAQUI TRIBE PASCUA YAQUI TRIBE ENTERPRISE 401(K) PLAN | TUCSON AZ | 1,882 | $75.6M | $525K |
| 9 | SANTA CRUZ SEASIDE COMPANY SANTA CRUZ SEASIDE COMPANY PROFIT SHARING AND 401(K) PLAN | SANTA CRUZ CA | 448 | $34.8M | $465K |
| 10 | AMERICAN HOMES 4 RENT, L.P. AMERICAN HOMES 4 RENT, L.P. 401(K) PLAN | LAS VEGAS NV | 1,667 | $65.4M | $455K |
