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 Fund Class I Mutual fund in their Schedule of Assets, totaling $824K 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 | THE NATIONAL AUSTRALIA BANK THE NAB MONEY PURCHASE PENSION PLAN AND TRUST | NEW YORK NY | 90 | $22.5M | $779K |
| 2 | BIRNAM WOOD GOLF CLUB BIRNAM WOOD GOLF CLUB 401(K) PROFIT SHARING PLAN | SANTA BARBARA CA | 160 | $9.1M | $45K |
