Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan JP Morgan Mid Cap Value Class L Mutual Funds in their Schedule of Assets, totaling $433K 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 | HOALOHA NA EHA. LTD. HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN | LAHAINA HI | 173 | $12.8M | $433K |
