Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JP Morgan Midcap Value Fund in their Schedule of Assets, totaling $4.0M 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 | MGS GROUP NORTH AMERICA, INC. MGS EMPLOYEE 401(K) PLAN | GERMANTOWN WI | 390 | $54.0M | $2.3M |
| 2 | MIDLAND INFORMATION RESOURCES COMPANY ELANDERS AMERICAS 401(K) RETIREMENT PLAN | DAVENPORT IA | 159 | $20.3M | $1.0M |
| 3 | BARNES, DENNIG & CO., LTD. BARNES, DENNIG & CO., LTD. PROFIT SHARING PLAN |
CINCINNATI OH |
| 157 |
| $39.3M |
| $555K |
| 4 | BIOAGILYTIX LABS, LLC BIOAGILYTIX 401(K) PROFIT SHARING PLAN | DURHAM NC | 764 | $57.4M | $62K |
| 5 | KY PPEC, INC. DBA THE KIDZ CLUB THE KIDZ CLUB 401(K) PLAN | LOUISVILLE KY | 279 | $7.0M | $60K |
| 6 | SWI INDUSTRIAL SOLUTIONS DBA SPRINGFIELD WORKSHOP, INC SPRINGFIELD WORKSHOP, INC. 401(K) PROFIT SHARING PLAN | SPRINGFIELD MO | 118 | $916K | $1K |
