Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Jpmorgan Mid Cap Value R6 Mutual Fund in their Schedule of Assets, totaling $63.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DENTSU INTERNATIONAL AMERICAS, LLC BENEFITSPLUS 401(K) PROFIT SHARING PLAN | NEW YORK NY | 7,322 | $1.2B | $22.7M |
| 2 | THOMPSON COBURN LLP THOMPSON COBURN LLP 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 787 | $484.3M | $13.4M |
| 3 | MAYNARD NEXSEN PC MAYNARD NEXSEN PC 401(K) MASTER TRUST |
BIRMINGHAM AL |
| — |
| $419.0M |
| $11.3M |
| 4 | SILICON LABORATORIES INC. SILICON LABORATORIES INC. 401(K) PLAN | AUSTIN TX | 674 | $265.2M | $7.9M |
| 5 | HEARTHSIDE FOOD SOLUTIONS LLC HEARTHSIDE FOOD SOLUTIONS 401(K) PLAN | DOWNERS GROVE IL | 8,997 | $280.1M | $2.5M |
| 6 | AHEAD, INC. AHEAD, INC. 401(K) PLAN | CHICAGO IL | 1,639 | $176.3M | $1.1M |
| 7 | COPIC TRUST COPIC COMPANIES 401(K) PLAN | DENVER CO | 137 | $37.3M | $851K |
| 8 | FARWEST STEEL CORPORATION FARWEST STEEL CORPORATION AND AFFILIATED COMPANIES 401(K) PLAN | EUGENE OR | 648 | $47.9M | $622K |
| 9 | ENGINEERED FASTENER COMPANY, LLC EFC INTERNATIONAL 401(K) PLAN | ST. LOUIS MO | 232 | $21.6M | $455K |
| 10 | MARK THOMAS & COMPANY, INC. MARK THOMAS & COMPANY, INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 407 | $65.2M | $306K |
