Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPM MID CAP VALUE R6 Registered investment company in their Schedule of Assets, totaling $732K 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 | EVERGREEN MONEYSOURCE MORTGAGE COMPANY DBA EVERGREEN HOME LOANS SECURITY PLUS RETIREMENT SAVINGS PLAN | BELLEVUE WA | 427 | $60.9M | $657K |
| 2 | UTAH COMMUNITY CREDIT UNION UTAH COMMUNITY FEDERAL CREDIT UNION RETIREMENT PLAN | PROVO UT | 565 | $38.8M | $75K |
