Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPM Mid Cap Value L Mutual Fund in their Schedule of Assets, totaling $6.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WILSON TOOL INTERNATIONAL, INC. WILSON TOOL INTERNATIONAL, INC. PROFIT SHARING PLAN | WHITE BEAR LAKE MN | 663 | $149.6M | $3.9M |
| 2 | HOLLINGSWORTH & VOSE COMPANY HOLLINGSWORTH & VOSE COMPANY (SALARIED) SAVINGS PLAN | EAST WALPOLE MA | 590 | $120.0M | $1.7M |
| 3 | HOLLINGSWORTH & VOSE COMPANY |
EAST WALPOLE MA |
| 310 |
| $32.9M |
| $510K |
