Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding JPMorgan Mid-Cap Value Fund Pooled separate account in their Schedule of Assets, totaling $2.3M 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 | MOTOR VEHICLE SOFTWARE CORPORATION MOTOR VEHICLE SOFTWARE CORPORATION 401(K) PLAN | AGOURA HILLS CA | 435 | $18.2M | $570K |
| 2 | GENERAL DENTISTRY 4 KIDS - PAYROLL, LLC KIDS DENTAL BRANDS 401(K) PLAN | PHOENIX AZ | 593 | $20.7M | $522K |
| 3 | HICKINGBOTHAM INVESTMENTS, INC. |
LITTLE ROCK AR |
| 351 |
| $18.2M |
| $278K |
| 4 | CHAPMAN AUTOMOTIVE GROUP, L.L.C. CHAPMAN AUTOMOTIVE GROUP 401(K) PLAN AND TRUST | CHANDLER AZ | 1,863 | $94.3M | $231K |
| 5 | STEWART BROS., INC. STEWART BROS., INC. 401(K) PROFIT SHARING PLAN | DORAVILLE GA | 131 | $25.2M | $197K |
| 6 | MARTIN INCORPORATED MARTIN INCORPORATED 401(K) PLAN | FLORENCE AL | 412 | $25.8M | $147K |
| 7 | HARTZELL INDUSTRIES, INC. HARTZELL COMPANIES 401(K) PLAN | PIQUA OH | 290 | $20.4M | $119K |
| 8 | MCDONALD WHOLESALE LLC MCDONALD WHOLESALE LLC 401(K) PLAN | EUGENE OR | 217 | $16.3M | $85K |
| 9 | MARMOL RADZINER AN ARCHITECTURAL CORPORATION MARMOL RADZINER AN ARCHITECTURAL CORPORATION 401K RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 186 | $13.2M | $80K |
| 10 | OLSSON INDUSTRIAL ELECTRIC, INC. OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN | SPRINGFIELD OR | 403 | $52.4M | $52K |
