Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding JPMorgan Mid Cap Value Fund R6 # in their Schedule of Assets, totaling $45.4M 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 | CHILDREN'S HOSPITAL MEDICAL CENTER CHILDREN'S HOSPITAL MEDICAL CENTER EMPLOYEE SAVINGS PLAN | CINCINNATI OH | 20,266 | $2.0B | $14.1M |
| 2 | DANA-FARBER CANCER INSTITUTE, INC. DANA-FARBER CANCER INSTITUTE RETIREMENT PLAN | BOSTON MA | 6,039 | $930.2M | $11.4M |
| 3 | DANA-FARBER CANCER INSTITUTE, INC. DANA-FARBER CANCER INSTITUTE TAX DEFERRED ANNUITY PLAN | BOSTON MA | 8,349 | $869.5M | $7.0M |
| 4 | UNIVERSITY OF INDIANAPOLIS UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN | INDIANAPOLIS IN | 1,564 | $172.5M | $1.4M |
| 5 | ENCOMPASS MEDICAL GROUP, P.A. ENCOMPASS MEDICAL GROUP, P.A. 401(K) RETIREMENT PLAN | LENEXA KS | 174 | $26.5M | $1.3M |
| 6 | AUTOCAR, LLC AUTOCAR, LLC RETIREMENT SAVINGS PLAN | HAGERSTOWN IN | 719 | $37.4M | $1.3M |
| 7 | OHIOS HOSPICE, INC. OHIO'S HOSPICE, INC. 401(K) RETIREMENT SAVINGS | DAYTON OH | 1,220 | $63.1M | $1.0M |
| 8 | UNITED NATIONS FEDERAL CREDIT UNION UNITED NATIONS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | LONG ISLAND CITY NY | 694 | $158.7M | $971K |
| 9 | PATSON, INC. DBA TRANSCHICAGO PATSON DBA TRANSCHICAGO TRUCK GROUP 401(K) PLAN | ELMHURST IL | 380 | $17.6M | $777K |
| 10 | CELESTICA PRECISION MACHINING CELESTICA PRECISION MACHINING 401(K) PLAN | FREMONT CA | 289 | $18.1M | $731K |
