Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan JPMorgan Mid Cap Value I in their Schedule of Assets, totaling $7.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WALBRIDGE ALDINGER COMPANY WALBRIDGE PROFIT SHARING 401(K) PLAN | DETROIT MI | 1,074 | $158.1M | $6.4M |
| 2 | CALIFORNIA INSTITUTE OF THE ARTS CALIFORNIA INSTITUTE OF THE ARTS RETIREMENT PLAN | VALENCIA CA | 502 | $97.0M | $1.0M |
