Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPM MIDCAP VALUE L REGISTERED INVESTMENT COMPANIES in their Schedule of Assets, totaling $11.2M 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 | NORTHWEST PERMANENTE, P.C. NORTHWEST PERMANENTE, P.C. MASTER TRUST | PORTLAND OR | — | $1.9B | $11.2M |
