Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JPMorgan Mid Cap Value ‐ A in their Schedule of Assets, totaling $7.6M 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 | BOARD OF TRUSTEES METRO-ILA INDIVIDUAL ACCOUNT RETIREMENT PLAN METRO-ILA INDIVIDUAL ACCOUNT RETIREMENT PLAN | RUTHERFORD NJ | 1,326 | $278.2M | $4.7M |
| 2 | ONESPAN NORTH AMERICA INC. ONESPAN NORTH AMERICA INC.401(K) PLAN | BOSTON MA | 149 | $14.2M | $713K |
| 3 | ONESPAN NORTH AMERICA INC. |
BOSTON MA |
| 149 |
| $14.2M |
| $713K |
| 4 | MICHIGAN MUTUAL, INC. MICHIGAN MUTUAL INC. 401K PLAN | PORT HURON MI | 208 | $19.3M | $679K |
| 5 | MICROLINE SURGICAL, INC. MICROLINE SURGICAL INC 401(K) PLAN | BEVERLY MA | 136 | $15.8M | $316K |
| 6 | EASTERN SHORE RURAL HEALTH SYSTEM, INC. EASTERN SHORE RURAL HEALTH SYSTEM, INC. 403(B) PLAN | ONANCOCK VA | 344 | $20.8M | $249K |
| 7 | CORTEC PRECISION SHEETMETAL CORTEC PRECISION SHEETMETAL INC. 401(K) PLAN | SAN JOSE CA | 391 | $8.6M | $123K |
| 8 | THE ANDERSON COMPANY, L.L.C. THE ANDERSON COMPANY, L.L.C. 401(K) RETIREMENT PLAN | MANASSAS VA | 251 | $10.6M | $56K |
| 9 | ADVANCED MEDICAL MANAGEMENT,INC. ADVANCED MEDICAL MANAGEMENT INC. RETIREMENT PLAN | LONG BEACH CA | 177 | $4.3M | $41K |
