Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan JPMorgan Mid Cap Value Fund; Class R6 in their Schedule of Assets, totaling $3.4M 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 | PMA CONSULTANTS LLC PMA CONSULTANTS LLC 401(K) SAVINGS AND RETIREMENT PLAN | ANN ARBOR MI | 274 | $59.7M | $1.1M |
| 2 | CENTERBRIDGE PARTNERS, L.P. CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST | NEW YORK NY | 257 | $130.1M | $817K |
| 3 | AUTONEUM NORTH AMERICA, INC. |
NOVI MI |
| 713 |
| $82.5M |
| $558K |
| 4 | MITSUI & CO. (U.S.A.), INC. MITSUI & CO. (U. S. A), INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 648 | $187.1M | $510K |
| 5 | THE CHILDREN'S AID SOCIETY THE CHILDREN'S AID SOCIETY VOLUNTARY RETIREMENT PLAN | NEW YORK NY | 3,293 | $67.1M | $335K |
| 6 | CASTLEROCK COMMUNITIES, L.L.C. CASTLEROCK COMMUNITIES, L.L.C. 401(K) PLAN | HOUSTON TX | 273 | $10.1M | $62K |
| 7 | GLOBAL EDUCATIONAL EXCELLENCE, LLC GLOBAL EDUCATIONAL EXCELLENCE 401(K) PROFIT SHARING PLAN | ANN ARBOR MI | 753 | $19.6M | $37K |
| 8 | CONQUEST COMPLETION SERVICES, LL CONQUEST COMPLETION SERVICES 401(K) PLAN | HOUSTON TX | 159 | $3.5M | $21K |
