Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMorgan Mid Cap Value Fnd R6 Registered Investment Company in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MANNA PRO PRODUCTS, LLC MANNA PRO PRODUCTS, LLC RETIREMENT PLAN | CHESTERFIELD MO | 429 | $33.1M | $490K |
| 2 | THE QUIKRETE COMPANIES, LLC THE QUIKRETE COMPANIES PROFIT SHARING AND TAX DEFERRED PLAN | ATLANTA GA | 12,724 | $622.1M | $442K |
| 3 | SOLUTION HOLDINGS, L.L.C. PERMANENT EQUITY 401K PLAN |
COLUMBIA MO |
| 196 |
| $6.0M |
| $188K |
| 4 | THE OLIVER CARR COMPANY THE OLIVER CARR COMPANY 401K PLAN | WASHINGTON DC | 120 | $12.6M | $178K |
| 5 | RESEARCH SQUARE AJE, LLC RESEARCH SQUARE AJE, LLC 401(K) PLAN | DURHAM NC | 86 | $18.7M | $109K |
| 6 | TCR2 THERAPEUTICS, INC. TCR2 THERAPEUTICS, INC. 401K RETIREMENT PLAN | CAMBRIDGE MA | 0 | $5.0M | $59K |
| 7 | CROWNE PARTNERS, INC. CROWNE PARTNERS, INC. 401(K) PLAN | BIRMINGHAM AL | 177 | $6.5M | $14K |
