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 L # in their Schedule of Assets, totaling $5.1M 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 | CHA HOLLYWOOD MEDICAL CENTER, HOLLYWOOD PRESBYTERIAN MEDICAL CENTER HPMC 401(K) PLAN | LOS ANGELES CA | 1,394 | $133.7M | $1.9M |
| 2 | AMERICAN SOCIETY OF MECHANICAL ENGINEERS AMERICAN SOCIETY OF MECHANICAL ENGINEERS 401(K) PLAN | NEW YORK NY | 369 | $89.0M | $1.2M |
| 3 | ROUTEONE, L.L.C. |
FARMINGTON HILLS MI |
| 426 |
| $63.5M |
| $1.2M |
| 4 | DETROIT COUNTRY DAY SCHOOL DETROIT COUNTRY DAY SCHOOL RETIREMENT PLAN | BEVERLY HILLS MI | 286 | $105.9M | $512K |
| 5 | ORLANS P.C. ORLANS P.C. 401(K) PLAN | TROY MI | 252 | $13.7M | $87K |
| 6 | SPECTRA CREDIT UNION SPECTRA CREDIT UNION 401(K) SAVINGS PLAN | ALEXANDRIA VA | 79 | $15.8M | $59K |
| 7 | AMERICAN SOCIETY OF MECHANICAL ENGINEERS AMERICAN SOCIETY OF MECHANICAL ENGINEERS DC PENSION PLAN | NEW YORK NY | 96 | $5.2M | $47K |
| 8 | WOLFGANG OPERATIONS, LLC WOLFGANG OPERATIONS, LLC 401(K) PROFIT SHARING PLAN | YORK PA | 262 | $5.9M | $41K |
