Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding JPMorgan Mid Cap Value L " in their Schedule of Assets, totaling $106.8M 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 | BNP PARIBAS BNP PARIBAS 401K SAVINGS PLAN | NEW YORK NY | 3,655 | $2.2B | $42.2M |
| 2 | RED HAT, INC. RED HAT, INC. 401(K) AND PROFIT SHARING PLAN | RALEIGH NC | 7,529 | $1.9B | $23.8M |
| 3 | HEICO HOLDING, INC. HEICO HOLDING, INC. 401(K) PLAN |
| 5,714 |
| $437.5M |
| $18.7M |
| 4 | RIBBON COMMUNICATIONS OPERATING COMPANY, INC. RIBBON COMMUNICATIONS 401(K) PROFIT SHARING PLAN | PLANO TX | 689 | $340.2M | $11.9M |
| 5 | HEINEKEN USA, INC. HEINEKEN USA SAVINGS AND RETIREMENT PLAN | WHITE PLAINS NY | 436 | $208.8M | $3.0M |
| 6 | CH HOLDINGS USA, INC. CH HOLDINGS, INC. 401(K) SALARY AND PROFIT SHARING PLAN | ST. LOUIS MO | 250 | $97.6M | $2.7M |
| 7 | SHAPE TECHNOLOGIES GROUP, INC. THE SHAPE TECHNOLOGIES GROUP 401(K) PLAN | KENT WA | 719 | $93.7M | $1.4M |
| 8 | ISAACSON MILLER ISAACSON RETIREMENT PLAN | BOSTON MA | 242 | $48.4M | $1.2M |
| 9 | QUICK SUPPLY COMPANY QUICK SUPPLY COMPANY EMPLOYEES' 401(K) PLAN | DES MOINES IA | 368 | $48.4M | $923K |
| 10 | OZ ARCHITECTURE, INC. OZ ARCHITECTURE PROFIT SHARING PLAN | DENVER CO | 146 | $34.8M | $551K |
