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 Mutual Fund in their Schedule of Assets, totaling $24.3M 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 | MAYNARD NEXSEN, PC MAYNARD NEXSEN, PC 401(K) PLAN & TRUST | BIRMINGHAM AL | 801 | $409.8M | $10.9M |
| 2 | P.C. RICHARD & SON LONG ISLAND CORP P.C. RICHARD & SON 401(K) SAVINGS PLAN | FARMINGDALE NY | 1,950 | $210.0M | $4.9M |
| 3 | NATIONAL ASSOCIATION FOR STOCK CAR AUTO RACING, LLC |
DAYTONA BEACH FL |
| 4,912 |
| $248.0M |
| $3.6M |
| 4 | CENTRAL VALLEY AG COOPERATIVE CO-OP 401(K) PLAN | YORK NE | 920 | $66.3M | $1.0M |
| 5 | HELIOS TECHNOLOGIES, INC. HELIOS TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN | SARASOTA FL | 1,463 | $159.4M | $795K |
| 6 | SEARS CONTRACT, INC. SEARS CONTRACT, INC. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 163 | $9.3M | $694K |
| 7 | GRIMCO, INC. GRIMCO, INC. 401(K) AND PROFIT SHARING PLAN | SUNSET HILLS MO | 764 | $80.2M | $684K |
| 8 | DAIRY ONE COOPERATIVE, INC. CO-OP 401(K) PLAN | ITHACA NY | 241 | $38.9M | $459K |
| 9 | MAYNARD NEXSEN, PC MAYNARD NEXSEN, PC ASSOCIATES 401(K) PLAN & TRUST | BIRMINGHAM AL | 195 | $10.8M | $390K |
| 10 | CENTRAL OKLAHOMA AMERICAN INDIAN HEALTH COUNCIL, INC. THE OKLAHOMA CITY INDIAN CLINIC 401(K) PLAN | OKLAHOMA CITY OK | 386 | $25.9M | $331K |
