Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan MidCap Val R5 Fund Mutual fund in their Schedule of Assets, totaling $120K 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 | GAIA INTERNATIONAL, INC. GAIA, INC. 401(K) PLAN | LOUISVILLE CO | 105 | $13.0M | $120K |
