Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan Mid Cap Value Fund; Class R6 Registered Investment Company in their Schedule of Assets, totaling $14.8M 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 | U.S. ANESTHESIA PARTNERS, INC U.S. ANESTHESIA PARTNERS, INC. 401(K) PLAN | DALLAS TX | 5,640 | $2.8B | $12.2M |
| 2 | WEATHER GROUP LLC WEATHER GROUP LLC 401(K) SAVINGS PLAN | ATLANTA GA | 552 | $181.6M | $1.4M |
| 3 | ENVALIOR ENGINEERING MATERIALS INC. ENVALIOR ENGINEERING MATERIALS INC. RETIREMENT PLAN |
EVANSVILLE IN |
| 190 |
| $19.7M |
| $666K |
| 4 | RED.COM, INC. DBA RED DIGITAL CINEMA RED.COM 401(K) PLAN | FOOTHILL RANCH CA | 203 | $43.9M | $515K |
