Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding JP Morgan Mid Cap Value R6 Fd in their Schedule of Assets, totaling $20.2M 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 | MICHIGAN STATE UNIVERSITY FEDERAL CREDIT UNION MICHIGAN STATE UNIVERSITY FEDERAL CREDIT UNION | EAST LANSING MI | 1,444 | $177.2M | $4.7M |
| 2 | ARAG NORTH AMERICA, INC. ARAG NORTH AMERICA, INC. SAVINGS AND INVESTMENT PLAN | DES MOINES IA | 234 | $51.8M | $4.2M |
| 3 | WEST MONROE PARTNERS, INC. |
CHICAGO IL |
| 1,588 |
| $726.7M |
| $3.8M |
| 4 | DOT HOLDINGS CO DOT HOLDINGS CO 401(K) AND PROFIT SHARING PLAN | CHESTERFIELD MO | 7,017 | $673.8M | $2.3M |
| 5 | MAYVILLE ENGINEERING COMPANY, INC MAYVILLE ENGINEERING COMPANY, INC. 401(K) PLAN | MILWAUKEE WI | 2,197 | $156.1M | $1.7M |
| 6 | BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 DEFINED CONTRIBUTION PLA PLUMBERS LOCAL UNION NO. 16 DEFINED CONTRIBUTION PLAN | OMAHA NE | 531 | $39.4M | $1.1M |
| 7 | GRINNELL MUTUAL REINSURANCE COMPANY GRINNELL MUTUAL SAVINGS AND INVESTMENT PLAN | GRINNELL IA | 743 | $151.7M | $1.0M |
| 8 | HYDROMAT, INC. OF ST. LOUIS, MO HYDROMAT, INC. OF ST. LOUIS MO 401(K) PLAN | MARYLAND HEIGHTS MO | 367 | $39.0M | $705K |
| 9 | MATTER COMMUNICATIONS, INC. MATTER COMMUNICATIONS, INC. RETIREMENT SAVINGS PLAN | NEWBURYPORT MA | 140 | $10.5M | $226K |
| 10 | ENVIRONMENTAL RESTORATION L.L.C. ENVIRONMENTAL RESTORATION 401(K) PROFIT-SHARING PLAN | ST. LOUIS MO | 333 | $26.1M | $162K |
