Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding JPMorgan Mid-Cap Value Fund Class R6 in their Schedule of Assets, totaling $106.5M 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 | WPP GROUP USA, INC. THE SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 19,575 | $4.7B | $55.0M |
| 2 | THE HERTZ CORPORATION HERTZ CORPORATION INCOME SAVINGS PLAN | ESTERO FL | 16,924 | $637.8M | $34.1M |
| 3 | WARNER MUSIC GROUP WARNER MUSIC GROUP 401(K) PLAN |
NEW YORK NY |
| 2,173 |
| $446.3M |
| $8.0M |
| 4 | SUPERIOR ENERGY SERVICES, INC. SUPERIOR ENERGY 401(K) PLAN | HOUSTON TX | 996 | $202.3M | $4.3M |
| 5 | THE CHILDREN'S PLACE, INC. THE CHILDREN'S PLACE 401(K) SAVINGS PLAN | SECAUCUS NJ | 7,321 | $129.9M | $2.7M |
| 6 | LANDSCAPE FORMS, INC. LANDSCAPE FORMS, INC. PROFIT SHARING PLAN | KALAMAZOO MI | 550 | $113.0M | $2.1M |
| 7 | CYNOSURE, LLC CYNOSURE, LLC 401(K) PLAN | WESTFORD MA | 409 | $39.8M | $148K |
| 8 | PAYA, INC. PAYA-NUVEI 401(K) PLAN | ATLANTA GA | 636 | $42.3M | $120K |
| 9 | RADIOLOGY CONSULTANTS OF IOWA, PLC RADIOLOGY CONSULTANTS OF IOWA, PLC 401K PLAN | CEDAR RAPIDS IA | 96 | $62.9M | $71K |
| 10 | INFOTREE GLOBAL SOLUTIONS CORP INFOTREE GLOBAL SOLUTIONS CORP 401(K) PROFIT SHARING PLAN & TRUST | PLYMOUTH MI | 619 | $2.0M | $13K |
