Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding JPMorgan Mid Cap Value Fund; Class R6 Mutual Fund in their Schedule of Assets, totaling $46.6M 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 | OASIS OUTSOURCING HOLDINGS, INC. AND ITS AFFILIATES OASIS RETIREMENT SAVINGS PLAN | WEST PALM BEACH FL | 84,093 | $2.1B | $19.9M |
| 2 | SERVICENOW, INC. SERVICENOW, INC. 401(K) PLAN | SANTA CLARA CA | 13,322 | $2.0B | $12.9M |
| 3 | COMPUCOM SYSTEMS, INC. COMPUCOM SYSTEMS RETIREMENT SAVINGS PLAN |
FORT MILL SC |
| 3,074 |
| $391.8M |
| $5.1M |
| 4 | ORANO USA LLC ORANO USA 401(K) RETIREMENT PLAN | LYNCHBURG VA | 379 | $168.0M | $2.7M |
| 5 | UNIVERSITY RADIOLOGY GROUP, P.C. UNIVERSITY RADIOLOGY GROUP PROFIT SHARING PLAN | EAST BRUNSWICK NJ | 762 | $404.4M | $2.0M |
| 6 | NATIONAL RETAIL SYSTEMS, INC. NATIONAL RETAIL SYSTEMS, INC. 401(K) PLAN | NORTH BERGEN NJ | 736 | $40.5M | $1.1M |
| 7 | LEE COUNTY ELECTRIC COOPERATIVE, INC. LCEC 401(K) PLAN | NORTH FORT MYERS FL | 461 | $67.6M | $1.0M |
| 8 | CAVALIERS HOLDINGS, LLC CAVALIERS 401(K) PLAN | CLEVELAND OH | 460 | $54.0M | $993K |
| 9 | ANNE LEWIS STRATEGIES, LLC MISSIONWIRED 401(K) PLAN | WASHINGTON DC | 279 | $23.5M | $473K |
| 10 | PPL HEALTHCARE LLC PPL HEALTHCARE LLC 401(K) PLAN | SELLERSVILLE PA | 166 | $19.5M | $243K |
