Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JPMorgan Mid Cap Value Fund R6 Mutual fund in their Schedule of Assets, totaling $26.4M 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 | TOTALENERGIES FINANCE USA, INC TOTALENERGIES FINANCE USA, INC. EMPLOYEE SAVINGS PLAN | HOUSTON TX | 2,475 | $788.4M | $14.0M |
| 2 | ARM, INC. ARM, INC. 401(K) SAVINGS PLAN | AUSTIN TX | 1,539 | $533.1M | $7.9M |
| 3 | OLYMPIC STEEL, INC., AN OHIO CORPORATION OLYMPIC STEEL, INC. EMPLOYEES' 401(K) RETIREMENT PLAN |
HIGHLAND HILLS OH |
| 1,167 |
| $95.6M |
| $3.6M |
| 4 | BROWNS MEDICAL IMAGING, LLC BROWNS MEDICAL IMAGING LLC RETIREMENT SAVINGS PLAN | OMAHA NE | 154 | $17.9M | $777K |
| 5 | TAYLOR TEAM RELOCATION TAYLOR TEAM RELOCATION 401(K) PROFIT SHARING PLAN & TRUST | STOW OH | 168 | $3.7M | $49K |
| 6 | CONTINUUM OF CARE INC CONTINUUM OF CARE INC 401(K) PROFIT SHARING PLAN & TRUST | NEW HAVEN CT | 848 | $18.0M | $15K |
