Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan Midcap Value L in their Schedule of Assets, totaling $19.9M 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 | SSI (U.S.) INC. DBA SPENCER STUART SPENCER STUART RETIREMENT BENEFITS PLAN | CHICAGO IL | 1,046 | $568.4M | $9.7M |
| 2 | TARPON BLUE CE MANAGEMENT LLC COLLIER ENTERPRISES 401(K) PLAN | NAPLES FL | 15 | $30.6M | $8.6M |
| 3 | MECKLENBURG RADIOLOGY ASSOCIATES, P.A. |
CHARLOTTE NC |
| 128 |
| $93.3M |
| $1.2M |
| 4 | USUI INTERNATIONAL CORP USUI 401(K) PLAN | SHARONVILLE OH | 771 | $25.3M | $434K |
