Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding JPMorgan JPMorgan Mid-Cap Value Fund in their Schedule of Assets, totaling $63.4M 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 | GARTNER, INC. GARTNER INC. SAVINGS AND INVESTMENT PLAN | STAMFORD CT | 10,956 | $2.7B | $35.6M |
| 2 | INTEGRAL SYSTEMS,INC. INTEGRAL SYSTEMS, INC. AND SUBSIDIARIES RETIREMENT PLANS | SAN DIEGO CA | 246 | $183.4M | $7.1M |
| 3 | KRATOS INTEGRAL HOLDINGS LLC INTEGRAL SYSTEMS, INC. AND SUBSIDIARIES RETIREMENT PLANS |
SAN DIEGO CA |
| 229 |
| $194.1M |
| $7.0M |
| 4 | BRAY INTERNATIONAL, INC. BRAY INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 902 | $109.7M | $4.5M |
| 5 | ITERIS, INC. ITERIS, INC 401(K) AND STOCK OWNERSHIP PLAN | SANTA ANA CA | 503 | $97.8M | $1.7M |
| 6 | OLD POINT FINANCIAL CORPORATION OLD POINT FINANCIAL CORPORATION 401(K) PROFIT SHARING PLAN | HAMPTON VA | 257 | $55.5M | $1.6M |
| 7 | UNIVERSITY OF NEW HAVEN UNIVERSITY OF NEW HAVEN RETIREMENT AND 403(B) SAVINGS PLAN | WEST HAVEN CT | 927 | $317.9M | $1.5M |
| 8 | UNITED SEATING AND MOBILITY, LLC NUMOTION 401(K) RETIREMENT PLAN | ROCKY HILL CT | 2,952 | $149.5M | $1.3M |
| 9 | NORDEA BANK ABP, NEW YORK BRANCH NORDEA BANK ABP, NEW YORK BRANCH SALARY SAVINGS AND PROFIT SHARING PLAN | NEW YORK NY | 91 | $68.0M | $979K |
| 10 | AGRANA FRUIT US, INC. AGRANA FRUIT US, INC. 401(K) PROFIT SHARING PLAN | BRECKSVILLE OH | 351 | $34.2M | $579K |
