Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding JP Morgan Mid-Cap Value Fund ^ in their Schedule of Assets, totaling $133.0M 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 | JOHNSON BROTHERS LIQUOR COMPANY JOHNSON BROTHERS 401(K) PLAN | ST. PAUL MN | 3,551 | $337.3M | $21.0M |
| 2 | DORSEY & WHITNEY LLP DORSEY & WHITNEY 401(K) RETIREMENT AND SAVINGS PLAN | MINNEAPOLIS MN | 1,122 | $678.6M | $16.4M |
| 3 | RIDGEVIEW MEDICAL CENTER, INC. RIDGEVIEW MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN |
WACONIA MN |
| 2,522 |
| $237.7M |
| $11.0M |
| 4 | NEXTGEN HEALTHCARE, INC. NEXTGEN HEALTHCARE, INC. 401(K) PLAN | IRVINE CA | 1,413 | $264.6M | $9.6M |
| 5 | CAROLLO ENGINEERS, INC. CAROLLO ENGINEERS, INC. 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 1,519 | $398.2M | $9.6M |
| 6 | LOUIS DREYFUS COMPANY LLC LOUIS DREYFUS RETIREMENT SAVINGS PLAN | WILTON CT | 1,115 | $287.0M | $8.2M |
| 7 | ST LUKE'S HOSPITAL OF DULUTH ST. LUKE'S HOSPITAL OF DULUTH SAVINGS PLAN | DULUTH MN | 3,095 | $422.9M | $7.2M |
| 8 | KUEHNE & NAGEL INC. KUEHNE & NAGEL 401(K) PLAN | JERSEY CITY NJ | 6,805 | $507.7M | $6.0M |
| 9 | VALMET, INC. VALMET, INC. RETIREMENT SAVINGS PLAN | NORCROSS GA | 2,157 | $431.6M | $5.4M |
| 10 | GOGO INC. GOGO INC 401(K) PROFIT SHARING PLAN & TRUST | BROOMFIELD CO | 479 | $137.8M | $3.8M |
