Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Mid Cap Equity Fund Mutual fund in their Schedule of Assets, totaling $533K 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 | PETER-DEFRIES CORPORATION DIONS 401(K) PLAN | ALBUQUERQUE NM | 461 | $19.5M | $449K |
| 2 | SANTEE SIOUX NATION COLLABORATIVE RETIREMENT TRUST | NIOBRABRA NE | 286 | $1.4M | $84K |
