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 R6 Fund Mutual Fund in their Schedule of Assets, totaling $28.5M 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 | INTUITIVE SURGICAL, INC. INTUITIVE SURGICAL, INC. 401(K) PLAN | SUNNYVALE CA | 8,736 | $1.0B | $15.6M |
| 2 | AMERICO SERVICES, INC. THE 401(K) PLAN - AMERICO, CRL & IPFS | KANSAS CITY MO | 1,754 | $262.4M | $7.8M |
| 3 | ASPIRE BAKERIES LLC ASPIRE BAKERIES LLC RETIREMENT PLAN |
LOS ANGELES CA |
| 2,569 |
| $168.2M |
| $5.1M |
