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 Mutual fund N/A in their Schedule of Assets, totaling $6.2M 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 | MITEK INC. MII RETIREMENT SAVINGS 401(K) PLAN | CHESTERFIELD MO | 1,975 | $348.8M | $5.0M |
| 2 | MERJENT INC. MERJENT INC. 401(K) PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 270 | $25.9M | $892K |
| 3 | UFCW-EMPLOYERS BENEFIT PLANS OF NORTHERN CALIFORNIA GROUP ADMIN LLC UFCW-EMPLOYERS BENEFIT PLANS GROUP ADMINISTRATION LLC SAFE HARBOR 401(K) PLAN | CONCORD CA | 140 | $24.9M | $213K |
| 4 | LEGACY COOPERATIVE CO-OP 401(K) PLAN | BISBEE ND | 102 | $11.3M | $99K |
| 5 | O'FALLON CASTING, LLC O'FALLON CASTING, LLC 401(K) PLAN | O FALLON MO | 229 | $17.7M | $90K |