Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding JPMorgan Mid Cap Value R6 JP Morgan 0 in their Schedule of Assets, totaling $2.0M 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 | OLSON KUNDIG, INC. OLSON KUNDIG 401(K) PROFIT SHARING PLAN & TRUST | SEATTLE WA | 351 | $49.9M | $644K |
| 2 | FINSBURY GLOVER HERING CORPORATION FGH NORTH AMERICA 401(K) PLAN | WASHINGTON DC | 610 | $53.7M | $593K |
| 3 | CANADIAN SOLAR USA INC. CANADIAN SOLAR (USA) 401(K) PLAN |
WALNUT CREEK CA |
| 2,009 |
| $50.0M |
| $389K |
| 4 | MICROVISION, INC. MICROVISION, INC. 401(K) RETIREMENT PLAN | REDMOND WA | 74 | $25.8M | $142K |
| 5 | PROMETHEUS GROUP ENTERPRISES, LLC PROMETHEUS GROUP 401(K) PLAN | RALEIGH NC | 361 | $25.3M | $85K |
| 6 | LAND OF LINCOLN LEGAL AID, INC. LAND OF LINCOLN 401(K) PLAN | EAST ST. LOUIS IL | 121 | $18.3M | $70K |
| 7 | GRUPO ANTOLIN PRIMERA AUTOMOTIVE SYSTEM, LLC GRUPO ANTOLIN PRIMERA 401(K) PLAN | CANTON MI | 151 | $4.7M | $28K |
| 8 | FORMENTERA PARTNERS, LP FORMENTERA PARTNERS 401(K) PLAN | AUSTIN TX | 244 | $12.1M | $19K |
| 9 | WATERFALL CLINIC, INC. WATERFALL CLINIC, INC. 401(K) PLAN | NORTH BEND OR | 105 | $2.8M | $16K |
| 10 | FIRST BOOK FIRST BOOK 401(K) PLAN | WASHINGTON DC | 84 | $9.1M | $9K |
