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 Pooled separate account in their Schedule of Assets, totaling $186K 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 | INDIANA HISTORICAL SOCIETY INDIANA HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | INDIANAPOLIS IN | 67 | $8.4M | $102K |
| 2 | WHOLESALE PRODUCE SUPPLY LLC WPS EMPLOYEE SAVINGS PLAN | MINNEAPOLIS MN | 265 | $10.1M | $71K |
| 3 | SAVIBANK SAVIBANK 401(K) RETIREMENT PLAN & TRUST |
MOUNT VERNON WA |
| 149 |
| $7.2M |
| $13K |
