Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Jpmorgan Mid Cap Value R6 in their Schedule of Assets, totaling $161.5M 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 | BOARD OF TRUSTEES OF THE PIPE TRADES SERVICES MN PENSION SUPPLEMENT TR PIPE TRADES SERVICES MN PENSION SUPPLEMENT FUND | WHITE BEAR LAKE MN | 5,912 | $1.8B | $109.0M |
| 2 | WAWA, INC. WAWA, INC. 401(K) PLAN | WAWA PA | 18,984 | $1.1B | $18.1M |
| 3 | ARKANSAS CHILDREN'S, INC ARKANSAS CHILDREN'S RETIREMENT PLAN |
LITTLE ROCK AR |
| 5,495 |
| $445.7M |
| $8.7M |
| 4 | TRINITY INDUSTRIES, INC. TRINITY INDUSTRIES, INC. 401(K) PLAN AS RESTATED EFFECTIVE AUGUST 1, 2020 | DALLAS TX | 2,890 | $385.9M | $4.7M |
| 5 | CLARKSTON-POTOMAC GROUP, INC. CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST | DURHAM NC | 334 | $107.6M | $4.1M |
| 6 | GOLDBERG KOHN LTD. GOLDBERG KOHN LTD. INDIVIDUAL ACCOUNT PLAN | CHICAGO IL | 121 | $131.9M | $2.5M |
| 7 | CONCRETE SUPPLY COMPANY, LLC CONCRETE SUPPLY COMPANY SAVINGS PLAN | CHARLOTTE NC | 1,206 | $65.1M | $2.3M |
| 8 | OUTRIGGER HOTELS HAWAII OUTRIGGER HOTELS HAWAII PROFIT SHARING AND RETIREMENT SAVINGS PLAN | HONOLULU HI | 1,577 | $162.7M | $1.8M |
| 9 | HOGAN SERVICES, INC. THE HOGAN RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 4,208 | $45.3M | $1.8M |
| 10 | BLOMMER CHOCOLATE COMPANY, LLC. THE BLOMMER CHOCOLATE COMPANY EMPLOYEES' PROFIT- SHARING AND 401K PLAN | CHICAGO IL | 599 | $101.3M | $1.6M |
