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 L Registered Investment Company in their Schedule of Assets, totaling $1.1M 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 | POLLARD (U.S.) LTD POLLARD (U.S.) LTD 401(K) PLAN | — | 952 | $41.6M | $1.1M |
| 2 | SONIC.NET, LLC SONIC.NET, LLC 401(K) PROFIT SHARING PLAN | SANTA ROSA CA | 868 | $40.7M | $32K |
