Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding JP Morgan Mid-Cap Value in their Schedule of Assets, totaling $17.2M 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 | DENTSPLY SIRONA INC. DENTSPLY SIRONA INC. 401(K) SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | YORK PA | 3,185 | $725.2M | $5.7M |
| 2 | ENSTAR (US) INC. ENSTAR (US) INC. 401(K) PLAN | ST. PETERSBURG FL | 345 | $134.0M | $4.2M |
| 3 | CARROLLTON BANK CARROLLTON BANK EMPLOYEES 401(K) AND PROFIT SHARING PLAN |
CARROLLTON IL |
| 299 |
| $94.2M |
| $2.6M |
| 4 | DIERBERGS MARKETS, INC. DIERBERGS COLLECTIVELY BARGAINED EMPLOYEES' 401(K) PLAN | CHESTERFIELD MO | 1,891 | $78.1M | $2.1M |
| 5 | THE TATITLEK CORPORATION THE TATITLEK CORPORATION 401(K) PLAN | ANCHORAGE AK | 1,626 | $38.9M | $741K |
| 6 | SCIENCE AND TECHNOLOGY CORPORATION DEFERRED SALARY PROFIT SHARING THRIFT PLAN FOR EMPLOYEES OF SCIENCE AND | HAMPTON VA | 289 | $44.6M | $725K |
| 7 | ALLINA HEALTH SYSTEM ALLINA HEALTH PENSION PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES | MINNEAPOLIS MN | 341 | $15.8M | $394K |
| 8 | MAT HOLDINGS, INC. MAT HOLDINGS, INC. 401(K) PLAN | LONG GROVE IL | 996 | $63.7M | $241K |
| 9 | SHREMSHOCK ARCHITECTS, INC. SHREMSHOCK COMPANIES 401K PLAN | NEW ALBANY OH | 89 | $12.4M | $204K |
| 10 | CUBESMART, L.P. CUBESMART, L.P. 401(K) PLAN | MALVERN PA | 2,630 | $59.7M | $149K |
