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 Fund Class L in their Schedule of Assets, totaling $19.0M 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 | C&S WHOLESALE GROCERS, INC. C&S AND AFFILIATES 401(K) SAVINGS PLAN (A) | KEENE NH | 10,534 | $670.5M | $13.2M |
| 2 | CONVATEC INC. CONVATEC INC. SAVINGS AND INVESTMENT PLAN | BRIDGEWATER NJ | 1,399 | $239.4M | $3.5M |
| 3 | MCDONOUGH BOLYARD PECK, INC. MCDONOUGH BOLYARD PECK, INC. PROFIT SHARING 401(K) PLAN AND TRUST |
VIENNA VA |
| 351 |
| $70.3M |
| $1.4M |
| 4 | C.A. CURTZE COMPANY C.A. CURTZE COMPANY EMPLOYEES GROWTH PROFILE RETIREMENT PLAN | ERIE PA | 483 | $37.7M | $502K |
| 5 | GRACE HEALTH GRACE HEALTH 401(K) PLAN | BATTLE CREEK MI | 393 | $30.8M | $303K |
