Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding JPMorgan Mid Cap Value L Mutual fund in their Schedule of Assets, totaling $39.8M 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 | NINTENDO OF AMERICA INC. NINTENDO 401(K) SAVINGS PLAN | REDMOND WA | 1,906 | $559.8M | $24.5M |
| 2 | CENGAGE LEARNING, INC. THE CENGAGE LEARNING, INC. 401(K) SAVINGS PLAN | INDEPENDENCE KY | 3,059 | $660.1M | $7.7M |
| 3 | PEDERNALES ELECTRIC COOPERATIVE, INC. PEDERNALES ELECTRIC COOPERATIVE INC. EMPLOYEES 401(K) SAVINGS PLAN |
JOHNSON CITY TX |
| 985 |
| $198.6M |
| $2.1M |
| 4 | PIEDMONT HEALTHCARE, P.A. PIEDMONT HEALTHCARE EMPLOYEES' 401K PLAN AND TRUST | STATESVILLE NC | 871 | $177.0M | $1.9M |
| 5 | J.C. CANNISTRARO, LLC. J.C. CANNISTRARO, LLC. 401K RETIREMENT PLAN | WALTHAM MA | 241 | $33.3M | $764K |
| 6 | ARNOLD MACHINERY COMPANY ARNOLD MACHINERY COMPANY PROFIT SHARING AND RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 687 | $48.1M | $503K |
| 7 | KLEIN'S SHOPRITE OF MARYLAND KLEIN'S SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN | FOREST HILL MD | 701 | $32.2M | $432K |
| 8 | MANHATTAN TELECOMMUNICATIONS CORP. METTEL 401(K) PLAN | NEW YORK NY | 472 | $33.9M | $423K |
| 9 | THE KELLEN COMPANY THE KELLEN COMPANY 401(K) PLAN | WASHINGTON DC | 158 | $14.4M | $417K |
| 10 | MANHATTAN TELECOMMUNICATIONS CORP. METTEL 401(K) PROFIT SHARING PLAN | NEW YORK NY | 151 | $24.5M | $342K |
