Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan ‘* Midcap Value Fund Registered investment company in their Schedule of Assets, totaling $26K 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 | GUIDO'S QUALITY FRUIT & PRODUCE GUIDO'S QUALITY FRUIT & PRODUCE 401(K) SAVINGS PLAN | PITTSFIELD MA | 196 | $12.5M | $26K |
