Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan JPMorgan Mid Cap Value in their Schedule of Assets, totaling $5.2M 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 | FROEDTERT THEDACARE HEALTH, INC. FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN | MENOMONEE FALLS WI | 1,937 | $125.8M | $3.6M |
| 2 | ROGERS TOWERS, P.A. ROGERS TOWERS 401(K) PLAN | JACKSONVILLE FL | 117 | $52.2M | $645K |
| 3 | ROGERS TOWERS, P.A. ROGERS TOWERS 401(K) PLAN |
JACKSONVILLE FL |
| 127 |
| $40.0M |
| $484K |
| 4 | WOLTER, INC. WOLTER INC. SALARY SAVINGS PLAN | BROOKFIELD WI | 644 | $48.0M | $431K |
| 5 | MILESTONE SENIOR SERVICES, INC. MILESTONE SENIOR SERVICES 403(B) RETIREMENT SAVINGS PLAN | KALAMAZOO MI | 150 | $5.8M | $39K |
