Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding JPMorgan Mid Cap Value Fund Mutual fund *** in their Schedule of Assets, totaling $34.4M 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 | TAKE-TWO INTERACTIVE SOFTWARE, INC. TAKE-TWO INTERACTIVE SOFTWARE, INC. 401(K) PLAN | NEW YORK NY | 5,300 | $848.2M | $11.3M |
| 2 | JEFFER MANGELS BUTLER & MITCHELL LLP JEFFER MANGELS BUTLER & MITCHELL LLP PROFIT SHARING AND 401(K) PLAN | LOS ANGELES CA | 180 | $150.6M | $5.2M |
| 3 | GUITAR CENTER, INC. |
WESTLAKE VILLAGE CA |
| 14,078 |
| $182.4M |
| $2.6M |
| 4 | KENS FOODS, INC KEN'S FOODS, INC. EMPLOYEE THRIFT PLAN | MARLBORO MA | 1,651 | $124.4M | $1.9M |
| 5 | MUNGER, TOLLES & OLSON LLP MTO PROFIT SHARING PLAN | LOS ANGELES CA | 323 | $125.7M | $1.6M |
| 6 | ERIC MOWER AND ASSOCIATES, INC. DBA MOWER MOWER 401(K) PLAN | SYRACUSE NY | 124 | $28.8M | $1.5M |
| 7 | INTEGRATION APPLIANCE, INC. DBA INTAPP INTAPP 401(K) PLAN | PALO ALTO CA | 865 | $112.1M | $1.2M |
| 8 | VIRGINIA TILE COMPANY, LLC VIRGINIA TILE COMPANY 401(K) PLAN | LIVONIA MI | 352 | $33.4M | $940K |
| 9 | T-N-T CRANE & RIGGING, INC. T-N-T CRANE & RIGGING, INC. 401(K) PLAN | HOUSTON TX | 1,004 | $29.1M | $940K |
| 10 | NORTH STAR MUTUAL INSURANCE COMPANY PENSION PLAN FOR EMPLOYEES OF NORTH STAR MUTUAL INSURANCE COMPANY | COTTONWOOD MN | 260 | $64.7M | $928K |
