Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan Mid Cap Value R6 Fund " in their Schedule of Assets, totaling $5.9M 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 | ANALOGIC CORPORATION ANALOGIC 401(K) PLAN | PEABODY MA | 563 | $179.3M | $4.8M |
| 2 | INFOVISTA CORPORATION INFOVISTA CORPORATION 401(K) RETIREMENT PLAN | ASHBURN VA | 150 | $62.4M | $624K |
| 3 | SHARKNINJA MANAGEMENT COMPANY SHARKNINJA MANAGEMENT COMPANY EMPLOYEES SAVINGS PLAN |
NEEDHAM MA |
| 1,554 |
| $170.0M |
| $335K |
| 4 | TRUCENT, INC. TRUCENT, INC. RETIREMENT PLAN | DEXTER MI | 145 | $12.0M | $156K |
| 5 | CHILDREN'S AID COLLEGE PREP CHARTER SCHOOL CHILDREN'S AID COLLEGE PREP CHARTER SCHOOL 401K PLAN | BRONX NY | 107 | $2.2M | $9K |
