Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Mid Cap Value R5 in their Schedule of Assets, totaling $8.5M 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 | DAIKIN AMERICA, INC DAIKIN AMERICA, INC. 401(K) SAVINGS AND RETIREMENT PLAN | ORANGEBURG NY | 534 | $191.9M | $8.2M |
| 2 | RAINIER INDUSTRIES, LTD. RAINIER INDUSTRIES LTD. 401(K) AND PROFIT SHARING PLAN | TUKWILA WA | 203 | $14.3M | $191K |
| 3 | AMERICAN BROADBAND HOLDING COMPANY |
OVERLAND PARK KS |
| 212 |
| $33.6M |
| $38K |
