Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan Mid Cap Value Fund Mutual Fund NR in their Schedule of Assets, totaling $8.1M 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 | BLOOMBERG INDUSTRY GROUP, INC. BLOOMBERG INDUSTRY GROUP, INC. 401(K) PLAN | ARLINGTON VA | 1,267 | $447.0M | $6.6M |
| 2 | SABRE SYSTEMS, LLC SABRE SYSTEMS, LLC 401(K) PLAN | WARMINSTER PA | 282 | $49.3M | $1.3M |
| 3 | RENXTECH, LLC RENXTECH, LLC 401(K) PROFIT SHARING PLAN |
MCLEAN VA |
| 110 |
| $14.1M |
| $134K |
| 4 | BUDDOBOT,INC. BUDDOBOT, INC. 401(K) PLAN | OFALLON IL | 119 | $6.5M | $58K |
