Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding JPMorgan Mid-Cap Value Fund in their Schedule of Assets, totaling $71.4M 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 | ROSS STORES, INC. ROSS STORES, INC. 401(K) SAVINGS PLAN | DUBLIN CA | 56,638 | $1.0B | $22.7M |
| 2 | HOVNANIAN ENTERPRISES, INC. HOVNANIAN SAVINGS AND INVESTMENT RETIREMENT PLAN | MATAWAN NJ | 1,967 | $438.8M | $11.9M |
| 3 | DATASCOPE CORP. GETINGE GROUP 401(K) RETIREMENT PLAN |
WAYNE NJ |
| 2,602 |
| $642.8M |
| $9.2M |
| 4 | M/I HOMES, INC. M/I HOMES, INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 1,839 | $184.4M | $5.3M |
| 5 | WATCO COMPANIES, L.L.C. WATCO COMPANIES, L.L.C. 401(K) PLAN | PITTSBURG KS | 4,284 | $188.1M | $3.3M |
| 6 | OMNETICS CONNECTOR CORPORATION OMNETICS CONNECTOR CORP. 401(K) PS PLAN | MINNEAPOLIS MN | 399 | $51.7M | $2.3M |
| 7 | BARON & BUDD, A PROFESSIONAL CORPORATION BARON & BUDD, P.C. 401(K) RETIREMENT AND PROFIT SHARING PLAN | DALLAS TX | 183 | $55.2M | $1.8M |
| 8 | NSF INTERNATIONAL NSF INTERNATIONAL 401(K) PLAN | ANN ARBOR MI | 1,066 | $170.1M | $1.4M |
| 9 | PROLEC-GE WAUKESHA, INC. PROLEC-GE WAUKESHA, INC. RETIREMENT SAVINGS PLAN | WAUKESHA WI | 1,349 | $48.4M | $1.3M |
| 10 | AMICUS THERAPEUTICS, INC. AMICUS THERAPEUTICS, INC. 401(K) PLAN | PRINCETON NJ | 260 | $81.7M | $1.3M |
