Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan Mid Cap Value R6 Registered investment company in their Schedule of Assets, totaling $18.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP MULTIPLE EMPLOYER RETIREMENT PLAN | LOMA LINDA CA | 3,932 | $699.9M | $9.4M |
| 2 | LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP LOMA LINDA UNIVERSITY FACULTY MEDICAL GROUP TSA PLAN | LOMA LINDA CA | 3,876 | $330.9M | $7.9M |
| 3 | LANDMARK STRUCTURES I, L.P. |
FORT WORTH TX |
| 362 |
| $34.3M |
| $1.4M |
| 4 | A & M TRANSPORT, LLC A & M TRANSPORT, LLC EMPLOYEE SAVINGS PLAN | GLENDALE OR | 130 | $6.2M | $49K |
| 5 | MARIETTA MEMORIAL HOSPITAL MEMORIAL HEALTH SYSTEM HOSPITALS DEFINED CONTRIBUTION PLAN | MARIETTA OH | 2,079 | $30.7M | $12K |
