Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan Mid Cap Value R6 Fund in their Schedule of Assets, totaling $1.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | STACY AND WITBECK, INC. STACY AND WITBECK, INC. RETIREMENT SAVINGS PLAN | ALAMEDA CA | 430 | $106.7M | $690K |
| 2 | MARKET STREET BANCSHARES, INC. MARKET STREET BANCSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | MOUNT VERNON IL | 260 | $46.8M | $349K |
| 3 | MOTOR TREND GROUP |
EL SEGUNDO CA |
| 173 |
| $32.2M |
| $209K |
| 4 | RJG TECHNOLOGIES, INC. RJG TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | TRAVERSE CITY MI | 95 | $16.8M | $14K |
