Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Jpmorgan Mid Cap Value R6 Registered Investment Company in their Schedule of Assets, totaling $16.9M 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 | GORDON REES SCULLY MANSUKHANI, LLP GORDON REES SCULLY MANSUKHANI, LLP 401(K) RETIREMENT PLAN | WALNUT CREEK CA | 2,831 | $449.5M | $9.3M |
| 2 | EAGLEPICHER TECHNOLOGIES, LLC EAGLEPICHER RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 753 | $83.7M | $3.5M |
| 3 | SECURITY FINANCE CORPORATION OF SPARTANBURG |
SPARTANBURG SC |
| 1,699 |
| $113.7M |
| $1.6M |
| 4 | METROLINA NEPHROLOGY ASSOCIATES, P.A. METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN | CHARLOTTE NC | 220 | $60.0M | $1.4M |
| 5 | COOPER HATCHERY, INC. COOPER FARMS RETIREMENT PLAN | OAKWOOD OH | 1,692 | $130.0M | $756K |
| 6 | SCIENTIFIC CERTIFICATION SYSTEMS, INC. SCIENTIFIC CERTIFICATION SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | EMERYVILLE CA | 332 | $34.9M | $230K |
| 7 | TOWN & COUNTRY SUPPLY ASSOCIATION CO-OP 401(K) PLAN | LAUREL MT | 108 | $4.5M | $97K |
| 8 | CLEMENTINA-CLEMCO HOLDINGS, INC. CLEMENTINA-CLEMCO GROUP 401(K) PLAN | WASHINGTON MO | 135 | $16.4M | $45K |
| 9 | BURGERVILLE, LLC BURGERVILLE, LLC 401(K) PLAN | VANCOUVER WA | 162 | $8.2M | $8K |
| 10 | INNER FORCE TOTS INC. INNER FORCE TOTS 401K | BROOKLYN NY | 118 | $2.0M | $2K |
