Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMorgan Mid Cap Value R6 Mutual Funds in their Schedule of Assets, totaling $14.9M 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 | MICHELS CORPORATION MICHELS CORPORATION 401(K) SAVINGS PLAN | BROWNSVILLE WI | 2,598 | $276.0M | $11.7M |
| 2 | POPULUS FINANCIAL GROUP, INC. POPULUS FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN | IRVING TX | 1,877 | $47.5M | $1.3M |
| 3 | BRONCO WINE COMPANY BRONCO WINE COMPANY 401(K) PROFIT SHARING PLAN |
CERES CA |
| 636 |
| $109.5M |
| $756K |
| 4 | GAFCON, INC. GAFCON, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 126 | $19.3M | $475K |
| 5 | MOSAIC ATM, INC. MOSAIC ATM, INC. 401(K) PLAN | LEESBURG VA | 67 | $25.8M | $463K |
| 6 | LITTLEJOHN & CO., LLC LITTLEJOHN & CO., LLC 401(K) PROFIT SHARING PLAN | GREENWICH CT | 86 | $55.7M | $227K |
| 7 | LAFONTAINE MOTORS, INC. LAFONTAINE MOTORS 401(K) PLAN | HIGHLAND MI | 2,081 | $58.2M | $45K |