Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMorgan Mid-Cap Value Fund L " in their Schedule of Assets, totaling $10.0M 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 | O'REILLY AUTOMOTIVE, INC. O'REILLY AUTOMOTIVE, INC. PROFIT SHARING AND SAVINGS PLAN | SPRINGFIELD MO | 80,513 | $1.9B | $5.5M |
| 2 | INVESTORS TITLE INSURANCE COMPANY INVESTORS TITLE COMPANY AND AFFILIATES 401(K) PLAN | CHAPEL HILL NC | 622 | $73.0M | $2.0M |
| 3 | LENCO INDUSTRIES, INC. |
PITTSFIELD MA |
| 90 |
| $13.9M |
| $1.8M |
| 4 | J. J. MCDONNELL & CO., INC. J. J. MCDONNELL & CO., INC. 401(K) PROFIT SHARING PLAN | ELKRIDGE MD | 205 | $10.9M | $319K |
| 5 | ENVISION AESC US, LLC ENVISION AESC US, LLC 401(K) PLAN | SMYRNA TN | 799 | $29.9M | $229K |
| 6 | NAES CORPORATION GREENBERRY INDUSTRIAL LLC PROFIT SHARING 401(K) PLAN | VANCOUVER WA | 1,228 | $31.4M | $179K |
| 7 | CORE POWER YOGA, LLC CORE POWER YOGA, LLC EMPLOYEE SAVINGS TRUST | DENVER CO | 8,034 | $4.9M | $52K |
