Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPM MIDCAP VALUE L Mutual fund in their Schedule of Assets, totaling $5.1M 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 | ROGERS CORPORATION ROGERS EMPLOYEE SAVINGS AND RETIREMENT PLAN | CHANDLER AZ | 1,147 | $244.5M | $4.4M |
| 2 | RADIOLOGY OF HUNTSVILLE, P.C. RADIOLOGY OF HUNTSVILLE, P.C. 401(K) RETIREMENT PLAN AND TRUST | HUNTSVILLE AL | 129 | $75.9M | $296K |
| 3 | TRUMBULL INDUSTRIES, INC. |
WARREN OH |
| 260 |
| $19.0M |
| $264K |
| 4 | KEESAL, YOUNG & LOGAN KEESAL, YOUNG & LOGAN 401(K) PLAN | LONG BEACH CA | 105 | $45.8M | $162K |
