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 Institutional Class in their Schedule of Assets, totaling $8.4M 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 | WABASH NATIONAL CORP. WABASH NATIONAL CORP. 401K PLAN | LAFAYETTE IN | 5,971 | $311.7M | $7.3M |
| 2 | LI-COR, INC. LI-COR, INC. 401(K) & PROFIT SHARING PLAN | LINCOLN NE | 464 | $71.9M | $1.2M |
