Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Midcap Value Mutual fund in their Schedule of Assets, totaling $3.7M 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 | WHITMAN, REQUARDT & ASSOCIATES, LLP WHITMAN, REQUARDT & ASSOCIATES, LLP 401(K) PLAN | BALTIMORE MD | 904 | $174.3M | $3.1M |
| 2 | NATIONAL DOOR INDUSTRIES, INC. NATIONAL DOOR INDUSTRIES, INC. EMPLOYEES' RETIREMENT PLAN | FORT WORTH TX | 55 | $12.5M | $600K |
