Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding JPMORGAN MID CP VL - R2 in their Schedule of Assets, totaling $5.6M 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 | TENDER LOVING CARE MANAGEMENT TLC MANAGEMENT, INC. 401(K) PLAN | MARION IN | 2,102 | $31.0M | $2.0M |
| 2 | COBOCO INC. COBOCO INC. 401(K) PROFIT SHARING PLAN AND TRUST | FOREST PARK GA | 284 | $5.9M | $856K |
| 3 | GOLF STIX DBA 2ND SWING GOLF 2ND SWING GOLF 401K PLAN |
EDEN PRAIRIE MN |
| 264 |
| $10.7M |
| $412K |
| 4 | GORDON TECHNOLOGIES LLC GORDON TECHNOLOGIES 401(K) PLAN AND TRUST | SCOTT LA | 444 | $10.1M | $333K |
| 5 | JOHNAN AMERICA , INC JOHNAN AMERICA SAVINGS PLAN 401K | BARDSTOWN KY | 129 | $2.5M | $296K |
| 6 | POWER DIGITAL MARKETING INC. POWER DIGITAL MARKETING INC. 401(K) PROFIT SHARING PLAN TRUST | SAN DIEGO CA | 536 | $18.8M | $289K |
| 7 | CORNER HOME MEDICAL, INC. CORNER HOME MEDICAL INC. 401K PLAN AND TRUST | NEW HOPE MN | 403 | $8.1M | $245K |
| 8 | INFOVISION, INC INFOVISION, INC 401K PLAN | RICHARDSON TX | 291 | $12.3M | $233K |
| 9 | 127 GROUP, LLC 127 GROUP 401K PLAN | PALM BEACH GARDENS FL | 273 | $3.8M | $127K |
| 10 | FREEALLIANCE.COM LLC FREEALLIANCE.COM LLC 401(K) PROFIT SHARING PLAN & TRUST | RESTON VA | 413 | $5.2M | $116K |
