Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Mid Cap Value Institutional Interest in registered investment companies xx in their Schedule of Assets, totaling $64.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALLEGIS GROUP, INC. ALLEGIS GROUP, INC. RETIREMENT SAVINGS PLAN ONE | HANOVER MD | 23,794 | $2.2B | $55.3M |
| 2 | ALLEGIS GROUP, INC. ALLEGIS GROUP, INC. RETIREMENT SAVINGS PLAN THREE | HANOVER MD | 32,267 | $251.0M | $5.2M |
| 3 | ALLEGIS GROUP, INC. ALLEGIS GROUP, INC. RETIREMENT SAVINGS PLAN TWO |
HANOVER MD |
| 170,251 |
| $288.6M |
| $4.4M |
