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 Mutual Fund N/A in their Schedule of Assets, totaling $11.6M 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 | AGGREKO, LLC AGGREKO, LLC EMPLOYEES' SAVINGS & INVESTMENT RETIREMENT PLAN | PEARLAND TX | 1,436 | $217.4M | $4.7M |
| 2 | DEVCON CONSTRUCTION INCORPORATED DEVCON CONSTRUCTION, INC. 401(K) RETIREMENT PLAN | MILPITAS CA | 327 | $144.1M | $4.6M |
| 3 | ANESTHESIA ASSOCIATES OF BOISE |
BOISE ID |
| 161 |
| $95.6M |
| $2.1M |
| 4 | OPTOMA TECHNOLOGY, INC. OPTOMA TECHNOLOGY, INC. 401(K) PLAN | FREMONT CA | 78 | $6.7M | $254K |