Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Mid Cap Value Fund Class A Mutual fund in their Schedule of Assets, totaling $2.1M 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 | SARAH BUSH LINCOLN HEALTH CENTER SARAH BUSH LINCOLN HEALTH CENTER EMPLOYEE RETIREMENT PLAN | MATTOON IL | 3,436 | $344.1M | $1.5M |
| 2 | ROYAL PLYWOOD COMPANY, LLC ROYAL PLYWOOD CO., LLC PROFIT SHARING PLAN | CERRITOS CA | 226 | $20.4M | $340K |
| 3 | CAREGILITY CORPORATION |
EATONTOWN NJ |
| 109 |
| $14.5M |
| $248K |
