Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Mid-Cap Value I Mutual Fund in their Schedule of Assets, totaling $897K 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 | USAN, INC. USAN, INC. EMPLOYEES' SAVINGS PLAN | MARIETTA GA | 165 | $28.4M | $832K |
| 2 | JOHNSON ARCHITECTURAL METAL COMPANY JOHNSON ARCHITECTURAL METAL COMPANY 401(K)PLAN | MARIETTA GA | 117 | $13.0M | $65K |
