Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMorgan JPMorgan Mid Cap Val-R6 in their Schedule of Assets, totaling $9.9M 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 | PERFICIENT, INC. THE PERFICIENT, INC. 401(K) EMPLOYEE SAVINGS PLAN | ST. LOUIS MO | 2,450 | $391.4M | $5.6M |
| 2 | ONEHARRIS, INC. HARRIS 401(K) PROFIT SHARING PLAN | ST. PAUL MN | 681 | $82.6M | $1.6M |
| 3 | MICCOSUKEE TRIBE OF INDIANS OF FLORIDA MICCOSUKEE TRIBE OF INDIANS OF FLORIDA 401(K) PLAN |
MIAMI FL |
| 1,172 |
| $45.3M |
| $851K |
| 4 | ADAMS COMMUNICATIONS COMPANY LLC, DBA ADAMS PUBLISHING GROUP APG-REWARDS 401(K) PLAN | EASTON MD | 1,399 | $48.6M | $810K |
| 5 | COVENANT TRANSPORT, INC. COVENANT TRANSPORTATION GROUP 401(K) & PROFIT SHARING PLAN | CHATTANOOGA TN | 3,429 | $79.4M | $543K |
| 6 | SPS COMPANIES, INC. SPS COMPANIES, INC. RETIREMENT PLAN | MANHATTAN KS | 643 | $62.2M | $500K |
| 7 | ISLAND PEER REVIEW ORGANIZATION, INC. ISLAND PEER REVIEW ORGANIZATION, INC. TAX DEFERRED ANNUITY PLAN | LAKE SUCCESS NY | 344 | $63.4M | $8K |
