Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding JP Morgan Mid-Cap Value L in their Schedule of Assets, totaling $21.5M 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 | PANERA BREAD COMPANY PANERA BREAD COMPANY 401(K) RETIREMENT SAVINGS PLAN | FENTON MO | 25,092 | $285.0M | $5.4M |
| 2 | QAD INC. QAD INC. 401(K) RETIREMENT PLAN | SANTA BARBARA CA | 534 | $189.4M | $5.2M |
| 3 | WOLFE CLINIC, P.C. WOLFE CLINIC, P.C. 401(K) PROFIT SHARING PLAN |
MARSHALLTOWN IA |
| 567 |
| $87.2M |
| $4.7M |
| 4 | UNITED STATES DISTILLED PRODUCTS COMPANY UNITED STATES DISTILLED PRODUCTS CO. EMPLOYEES' 401(K) PLAN | PRINCETON MN | 238 | $32.6M | $1.5M |
| 5 | IBEW AFL-CIO LOCAL UNION 743 NECA PENN-DEL-JERSEY CHAPTER READING DIVI IBEW AFL-CIO LOCAL UNION 743 NECA PENN-DEL-JERSEY CHAPTER READING DIVISION RETIREMENT PLAN | READING PA | 490 | $125.6M | $1.4M |
| 6 | MANSFIELD OIL COMPANY OF GAINESVILLE, INC. MANSFIELD OIL COMPANY OF GAINESVILLE 401(K) PLAN | GAINESVILLE GA | 949 | $52.5M | $1.2M |
| 7 | DELTA DENTAL OF MISSOURI DELTA DENTAL OF MISSOURI MONEY PURCHASE PENSION PLAN | ST. LOUIS MO | 222 | $46.0M | $1.1M |
| 8 | MYRON HOLDING, INC. MYRON MANUFACTURING CORP 401(K) RETIREMENT SAVINGS PLAN | MAYWOOD NJ | 50 | $31.8M | $566K |
| 9 | HOPEHEALTH HOPEHEALTH RETIREMENT PLAN | PROVIDENCE RI | 392 | $39.8M | $201K |
| 10 | BLUE RIDGE CAPITAL HOLDINGS MANAGEMENT CO., INC. BLUE RIDGE CAPITAL HOLDINGS MANAGEMENT CO., INC. 401(K) | GREENSBORO NC | 361 | $10.9M | $165K |
