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 Mutual fund N/A in their Schedule of Assets, totaling $5.0M 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 | DENTONS DAVIS BROWN PC DENTONS DAVIS BROWN PC RETIREMENT PLAN | DES MOINES IA | 164 | $77.0M | $4.9M |
| 2 | FARMERS UNION OIL COMPANY CO-OP 401(K) PLAN | MINOT ND | 107 | $11.4M | $62K |
| 3 | CENTRAL DAKOTA FRONTIER COOPERATIVE CO-OP 401(K) PLAN |
NAPOLEON ND |
| 85 |
| $6.8M |
| $37K |