Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JP Morgan MidCpValue L Fund in their Schedule of Assets, totaling $17.0M 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 | METSO USA INC. METSO RETIREMENT SAVINGS PLAN | BROOKFIELD WI | 876 | $280.0M | $9.7M |
| 2 | TEKNI-PLEX, INC. TEKNI-PLEX, INC. 401(K) PLAN | WAYNE PA | 2,500 | $179.8M | $2.4M |
| 3 | OAK CREST VILLAGE, INC. ERICKSON COMMUNITY 401(K) PLAN | CANTONSVILLE |
| 12,374 |
| $294.7M |
| $2.1M |
| 4 | TOTAL LONGTERM CARE SOLUTIONS, LLC INNOVAGE 401(K) PLAN | DENVER CO | 2,483 | $88.5M | $1.4M |
| 5 | NATIONAL CONSTRUCTION RENTALS, INC. NATIONAL CONSTRUCTION RENTALS, INC. 401(K) PROFIT SHARING PLAN | MISSION HILLS CA | 976 | $29.2M | $716K |
| 6 | SALT RIVER MATERIALS GROUP SALT RIVER MATERIALS GROUP 401(K) PLAN | SCOTTSDALE AZ | 420 | $89.3M | $513K |
| 7 | LESTER BUILDING SYSTEMS LLC. LESTER RETIREMENT BUILDER SAVINGS PLAN | LESTER PRAIRIE MN | 175 | $15.0M | $219K |
| 8 | IONIA COUNTY COMMUNITY MENTAL HEALTH AUTHORIT IONIA COUNTY COMMUNITY MENTAL HEALTH AUTHORITY 401(A) PLAN | IONIA MI | 114 | $4.8M | $10K |
