Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding JPMorgan Mid-Cap Value Mutual Fund in their Schedule of Assets, totaling $47.8M 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 | BROOKHAVEN SCIENCE ASSOCIATES, LLC BROOKHAVEN SCIENCE ASSOCIATES, LLC RETIREMENT PLAN | UPTON NY | 2,739 | $1.5B | $24.3M |
| 2 | BROOKHAVEN SCIENCE ASSOCIATES, LLC BROOKHAVEN SCIENCE ASSOCIATES, LLC 401(K) PLAN | UPTON NY | 2,351 | $949.0M | $17.5M |
| 3 | W.G. CLARK CONSTRUCTION CO. |
SEATTLE WA |
| 135 |
| $56.6M |
| $3.3M |
| 4 | PRINCETON RADIOLOGY ASSOCIATES, P.A PRINCETON RADIOLOGY ASSOCIATES, PA 401(K) PROFIT SHARING PLAN | PRINCETON NJ | 339 | $125.3M | $540K |
| 5 | ENGINEERED FASTENER COMPANY, LLC EFC INTERNATIONAL 401(K) PLAN | ST. LOUIS MO | 265 | $23.2M | $537K |
| 6 | KEG 1 O'NEAL LLC KEG 1 401(K) PLAN | WEATHERFORD TX | 377 | $23.0M | $522K |
| 7 | TRUE NORTH EQUIPMENT CO. TRUE NORTH EQUIPMENT CO. 401(K) PROFIT SHARING PLAN | GRAND FORKS ND | 185 | $21.1M | $417K |
| 8 | PAINT SUNDRIES SOLUTIONS, INC. PAINT SUNDRIES SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN | KIRKLAND WA | 105 | $16.2M | $392K |
| 9 | GOLDSTEIN ENTERPRISES, INC. GOLDSTEIN AUTO GROUP 401(K) PLAN | ALBANY NY | 209 | $13.8M | $168K |
| 10 | HOSKIN & MUIR, INC. HOSKIN & MUIR EMPLOYEES 401(K) SAVINGS PLAN | LOUISVILLE KY | 419 | $10.5M | $61K |
