Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Mid Cap Value Class L JP Morgan 0 in their Schedule of Assets, totaling $187K 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 | NATIONAL PHILANTHROPIC TRUST NPT 401(K) PLAN | JENKINTOWN PA | 186 | $17.7M | $133K |
| 2 | KIVA MICROFUNDS KIVA MICROFUNDS 401(K) PROFT SHARING PLAN AND TRUST | SAN FRANCISCO CA | 115 | $21.2M | $54K |