Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding JPM MID CAP VALUE R3 in their Schedule of Assets, totaling $7.6M 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 | HOLADAY CIRCUITS, INCORPORATED FTG CIRCUITS MINNETONKA, LLC 401(K) PLAN | MINNETONKA MN | 126 | $12.9M | $1.9M |
| 2 | AES DRILLING FLUIDS, LLC AES DRILLING FLUIDS 401(K) PLAN | HOUSTON TX | 462 | $28.4M | $1.2M |
| 3 | TRYSTAR, LLC TRYSTAR, LLC 401K PLAN |
FARIBAULT MN |
| 566 |
| $19.8M |
| $709K |
| 4 | GRANITE SOLUTIONS GROUPE, INC. GRANITE SOLUTIONS GROUPE 401K PLAN | CALABASAS CA | 136 | $8.9M | $484K |
| 5 | NEW LEADERS, INC. NEW LEADERS 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 60 | $14.9M | $411K |
| 6 | ATOMIC CREDIT UNION, INC. ATOMIC CREDIT UNION, INC. 401(K) PLAN | PIKETON OH | 205 | $18.1M | $370K |
| 7 | GSPANN TECHNOLOGIES, INC. GSPANN TECHNOLOGIES, INC. 401(K) PLAN | MILPITAS CA | 121 | $9.6M | $307K |
| 8 | PROCOM SERVICES AMERICA, INC. PROCOM SERVICES 401(K) PLAN | CARY NC | 778 | $13.0M | $273K |
| 9 | RETRACTABLE TECHNOLOGIES, INC RETRACTABLE TECHNOLOGIES, INC. 401K PLAN | LITTLE ELM TX | 170 | $8.8M | $266K |
| 10 | SPLASHTOP INC. SPLASHTOP INC. 401K PLAN | CUPERTINO CA | 125 | $10.0M | $253K |
