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 Instl in their Schedule of Assets, totaling $41.2M 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 | LITTLER MENDELSON, P.C. LITTLER MENDELSON 401(K) PLAN AND TRUST | SAN FRANCISCO CA | 2,298 | $1.1B | $40.7M |
| 2 | TPR EDUCATION, LLC TPR EDUCATION, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 576 | $35.0M | $514K |
