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 Registered investment companies in their Schedule of Assets, totaling $2.6M 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 | INTRAFI NETWORK LLC INTRAFI NETWORK LLC 401(K) PLAN | ARLINGTON VA | 300 | $78.3M | $1.3M |
| 2 | CENTRAL REGION COOPERATIVE CENTRAL REGION COOPERATIVE 401(K) PLAN | MINNESOTA MN | 169 | $23.6M | $954K |
| 3 | SHAPIRO SALES COMPANY SHAPIRO SALES COMPANY EMPLOYEES' SAVINGS PLAN AND TRUST |
ST. LOUIS MO |
| 122 |
| $9.7M |
| $276K |
