Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Mid Cap Value I Mutual Fund N/A in their Schedule of Assets, totaling $3.3M 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 | WILSON TRAILER COMPANY WILSON TRAILER COMPANY RETIREMENT PLAN FOR OFFICE EMPLOYEES | SIOUX CITY IA | 254 | $101.0M | $3.1M |
| 2 | WILSON TRAILER COMPANY WILSON TRAILER COMPANY RETIREMENT PLAN FOR S EMPLOYEES | SIOUX CITY IA | 210 | $11.9M | $194K |