Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan Mid Cap Value Fund L Mutual fund in their Schedule of Assets, totaling $28.0M 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 | STONEX GROUP INC. STONEX GROUP INC. 401(K) PLAN | KANSAS CITY MO | 1,824 | $309.2M | $19.2M |
| 2 | RB GLOBAL HOLDINGS, INC. RB GLOBAL RETIREMENT PLAN | WESTCHESTER IL | 5,465 | $324.5M | $8.0M |
| 3 | FALLSWAY EQUIPMENT CO. INC. FALLSWAY EQUIPMENT CO. INC. 401(K) PROFIT SHARING PLAN AND TRUST |
AKRON OH |
| 173 |
| $13.9M |
| $507K |
| 4 | DGPERRY, PLLC DGPERRY, PLLC 401(K) PROFIT SHARING PLAN AND TRUST | CANFIELD IN | 129 | $13.1M | $157K |
| 5 | BODINE PERRY, LLC BODINE PERRY, LLC 401(K) PROFIT SHARING PLAN AND TRUST | CANFIELD OH | 195 | $11.5M | $124K |
