Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding JPMorgan Mid-Cap Value in their Schedule of Assets, totaling $6.8M 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 | MORRISON-MAIERLE, INC. MORRISON-MAIERLE, INC. 401(K) PLAN | HELENA MT | 364 | $73.2M | $1.8M |
| 2 | BOARDMAN & CLARK LLP RETIREMENT SAVINGS PLAN OF BOARDMAN & CLARK LLP | MADISON WI | 106 | $71.3M | $1.7M |
| 3 | CARY OIL CO., INC. CARY OIL CO., INC. 401(K) PLAN |
CARY NC |
| 189 |
| $29.9M |
| $765K |
| 4 | LINK ENGINEERING CO. LINK ENGINEERING COMPANY TAX DEFERRED SAVINGS PLAN-401(K) | PLYMOUTH MI | 379 | $66.6M | $628K |
| 5 | GREENLEAF TRUST GREENLEAF TRUST 401(K) PLAN | KALAMAZOO MI | 244 | $90.0M | $357K |
| 6 | MWW GROUP LLC MWW GROUP 401(K) PLAN | HASBROUCK HEIGHTS NJ | 175 | $23.1M | $314K |
| 7 | TOWERPINKSTER TOWERPINKSTER 401(K) PLAN | KALAMAZOO MI | 217 | $46.6M | $286K |
| 8 | FLORIDA FAMILY INSURANCE SERVICES, LLC FLORIDA FAMILY INSURANCE 401(K) PLAN | JACKSONVILLE FL | 92 | $20.9M | $259K |
| 9 | PASCO SCIENTIFIC PASCO SCIENTIFIC EMPLOYEE 401(K) SAVINGS PLAN | ROSEVILLE CA | 103 | $37.6M | $228K |
| 10 | THE BRITISH EMBASSY THE BRITISH EMBASSY 401(K) PLAN | WASHINGTON DC | 517 | $46.5M | $191K |
