Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JP Morgan Mid-Cap Value Mutual Fund in their Schedule of Assets, totaling $4.5M 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 | MASSACHUSETTS TEACHERS ASSOCIATION MASSACHUSETTS TEACHER ASSOCIATION 401(K) SAVINGS PLAN | QUINCY MA | 172 | $20.6M | $1.4M |
| 2 | LEE COUNTY ELECTRIC COOPERATIVE, INC. LEE COUNTY ELECTRIC COOPERATIVE, INC. RETIREMENT PLAN | NORTH FORT MYERS FL | 393 | $55.9M | $1.1M |
| 3 | TALBERT HOUSE |
CINCINNATI OH |
| 815 |
| $31.4M |
| $1.1M |
| 4 | CUTTER & BUCK INC. CUTTER & BUCK 401(K) PLAN | RENTON WA | 334 | $27.1M | $563K |
| 5 | BELLWETHER HOUSING BELLWETHER HOUSING RETIREMENT SAVINGS PLAN | SEATTLE WA | 183 | $9.2M | $164K |
| 6 | LSQ GROUP HOLDINGS, LLC LSQ GROUP HOLDINGS LLC 401(K) PLAN | ORLANDO FL | 73 | $14.4M | $93K |
| 7 | ROCKLAND INDUSTRIAL HOLDINGS, LLC ROCKLAND FLOORING & QUALITY ONE WOODWORK 401K PROFIT SHARING PLAN | RED WING MN | 605 | $12.3M | $56K |
