Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Jpm Mid Cap Value R6 Mutual Fund in their Schedule of Assets, totaling $4.7M 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 | SOJITZ CORPORATION OF AMERICA SOJITZ GROUP 401(K) PLAN | NEW YORK NY | 360 | $96.2M | $1.6M |
| 2 | MITUTOYO RESEARCH & DEVELOPMENT AMERICA, INC. MITUTOYO RESEARCH & DEVELOPMENT AMERICA, INC. EMPLOYEES' 401(K) RETIREMENT PLAN AND TRUST | KIRKLAND WA | 93 | $45.3M | $887K |
| 3 | SOJITZ CORPORATION OF AMERICA |
BERKELEY CA |
| 448 |
| $40.8M |
| $639K |
| 4 | RICHEY MAY & CO., LLP THE GET RICHEY IF YOU MAY WITH OUR 401K PLAN | ENGLEWOOD CO | 261 | $26.9M | $607K |
| 5 | SURVEYMONKEY INC. SURVEYMONKEY 401(K) PLAN | SAN MATEO CA | 524 | $126.3M | $440K |
| 6 | ATX NETWORKS (DALLAS) CORP. ATX NETWORKS 401(K) PLAN | DULUTH GA | 112 | $27.9M | $306K |
| 7 | COMMUNITY BRIDGES, INC. COMMUNITY BRIDGES, INC. 401(K) PLAN | MESA AZ | 2,043 | $30.7M | $251K |
