Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan Mid Cap Value L Fund # in their Schedule of Assets, totaling $10.9M 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 | CHILDREN'S HEALTH SYSTEM, INC. CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN | NORFOLK VA | 4,204 | $321.8M | $5.4M |
| 2 | VIRGINIA FEDERAL CREDIT UNION VIRGINIA FEDERAL CREDIT UNION 401(K) SAVINGS PLAN | RICHMOND VA | 1,088 | $108.9M | $2.7M |
| 3 | CHILDREN'S HEALTH SYSTEM, INC. |
NORFOLK VA |
| 575 |
| $78.8M |
| $1.9M |
| 4 | NATIONAL CONSTRUCTION ENTERPRISES, INC. NATIONAL CONSTRUCTION ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | YPSILANTI MI | 276 | $45.9M | $765K |
| 5 | MILE HI CORPORATE SERVICES, LLC MILE HI CORPORATE SERVICES, LLC 401(K) PLAN | DENVER CO | 290 | $22.6M | $136K |
