Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding JPMorgan Mid Cap Value Fund Class L " in their Schedule of Assets, totaling $22.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MOORE & VAN ALLEN PLLC MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 697 | $403.2M | $13.6M |
| 2 | MONROE ENERGY, LLC MONROE ENERGY RETIREMENT PLAN | TRAINER PA | 531 | $186.4M | $4.0M |
| 3 | BOWMAN & COMPANY LLP BOWMAN & COMPANY LLP 401(K) SAVINGS PLAN & TRUST |
VOORHEES NJ |
| 115 |
| $35.3M |
| $1.5M |
| 4 | CERENCE OPERATING COMPANY CERENCE RETIREMENT PLAN | BURLINGTON MA | 99 | $36.9M | $1.1M |
| 5 | SOIL AND MATERIALS ENGINEERS, INC. SME EMPLOYEES' SAVINGS PLAN AND TRUST | PLYMOUTH MI | 349 | $83.5M | $972K |
| 6 | GALLAGHER FLYNN & CO., LLP GALLAGHER FLYNN & CO., LLP 401(K) PROFIT SHARING PLAN AND TRUST | SOUTH BURLINGTON VT | 73 | $20.8M | $815K |
| 7 | AZUL SYSTEMS, INC. AZUL SYSTEMS, INC. 401(K) PLAN | SUNNYVALE CA | 104 | $21.1M | $614K |
| 8 | USFALCON, INC. USFALCON, INC. 401(K) PROFIT SHARING PLAN & TRUST | CARY NC | 242 | $33.2M | $43K |
| 9 | IMD FLUID SYSTEM TECHNOLOGIES, INC. IMD FLUID SYSTEM TECHNOLOGIES, INC. 401(K) PLAN | FREMONT CA | 91 | $16.9M | $34K |
| 10 | NORTHERN FROZEN FOODS, INC. NORTHERN FROZEN FOODS, INC. EMPLOYEES' RETIREMENT PLAN | CLEVELAND OH | 251 | $3.9M | $14K |
