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 Mutual fund in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HIGHLIGHTS FOR CHILDREN, INC. HIGHLIGHTS FAMILY OF COMPANIES RETIREMENT PLAN | COLUMBUS OH | 411 | $73.3M | $1.1M |
| 2 | COMMUNITY OPTIONS, INC. COMMUNITY OPTIONS, INC. 403(B) CUSTODIAL ACCOUNT PLAN | PRINCETON NJ | 6,381 | $31.1M | $258K |
