Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Jpmorgan Jpmorgan Mid Cap Value R6 in their Schedule of Assets, totaling $10.3M 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 | MCKENNEY'S, INC. MCKENNEY'S, INC. AND AFFILIATED COMPANIES PROFIT SHARING AND 401(K) PLAN | ATLANTA GA | 1,764 | $129.3M | $3.4M |
| 2 | PECO PALLET INC. PECO PALLET INC. 401(K) PLAN | IRVINGTON NY | 456 | $23.3M | $2.3M |
| 3 | SUTTER NORTH MEDICAL GROUP, INC. SUTTER NORTH MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN |
YUBA CITY CA |
| 91 |
| $84.1M |
| $1.3M |
| 4 | WOODMEN OF THE WORLD LIFE INSURANCE SOCIETY WOODMENLIFE 401(K) PLAN | OMAHA NE | 1,225 | $160.4M | $1.0M |
| 5 | THULE INC. THULE INC. 401(K) PLAN | SEYMOUR CT | 304 | $46.5M | $1.0M |
| 6 | CENTURY III, INC. CENTURY III, INC. RETIREMENT TRUST | GREER SC | 189 | $9.4M | $317K |
| 7 | GHIRARDELLI ASSOCIATES, INC. GHIRARDELLI ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | SAN JOSE CA | 207 | $17.5M | $289K |
| 8 | INDUSTRIAL MAGNETICS, INC. IMI HOLDING CORPORATION 401(K) PROFIT SHARING PLAN | BOYNE CITY MI | 223 | $28.6M | $250K |
| 9 | NATIONAL TUBE SUPPLY COMPANY NATIONAL TUBE SUPPLY COMPANY 401(K) SAVINGS PLAN | UNIVERSITY PARK IL | 242 | $11.6M | $151K |
| 10 | RH&A, LLC RELIABLE HEATING AND AIR 401(K) PLAN | KENNESAW GA | 285 | $6.3M | $132K |
