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 Mutual fund in their Schedule of Assets, totaling $6.2M 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 | EXTREME NETWORKS, INC. EXTREME NETWORKS 401(K) PLAN | MORRISVILLE NC | 1,211 | $272.2M | $4.9M |
| 2 | LIFETIME BRANDS, INC. LIFETIME BRANDS, INC. 401(K) SAVINGS PLAN | GARDEN CITY NY | 807 | $93.3M | $1.2M |
| 3 | LITER'S, INC. LITER'S, INC. 401(K) PLAN |
| 128 |
| $6.4M |
| $102K |
| 4 | LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA, INC. ZOOTAMPA 403(B) RETIREMENT PLAN | TAMPA FL | 455 | $6.0M | $39K |