Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan JPMorgan Mid Cap Value Fund-R6 in their Schedule of Assets, totaling $1.9M 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 | ROGERS-O'BRIEN CONSTRUCTION COMPANY, LLC ROGERS-O'BRIEN CONSTRUCTION COMPANY, LLC 401(K) PLAN | DALLAS TX | 538 | $57.7M | $1.5M |
| 2 | WINROCK INTERNATIONAL INSTITUTE FOR AGRICULTURAL DEVELOPMENT WINROCK INTERNATIONAL INSTITUTE FOR AGRICULTURAL DEVELOPMENT DEFINED CONTRIBUTION PLAN | LITTLE ROCK AR | 241 | $91.3M | $310K |
| 3 |
WEST PALM BEACH FL |
| 327 |
| $14.3M |
| $47K |
| 4 | ROUTEWARE, INC. ROUTEWARE, INC. 401(K) PLAN | PORTLAND OR | 159 | $8.3M | $26K |
