Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan Midcap Value Fund Mutual Fund in their Schedule of Assets, totaling $9.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE OPTIONS CLEARING CORPORATION THE OPTIONS CLEARING CORPORATION RETIREMENT SAVINGS PLAN | CHICAGO IL | 1,173 | $320.4M | $4.7M |
| 2 | NAES CORPORATION NAES CORPORATION CORPORATE RETIREMENT AND 401(K) PLAN | ISSAQUAH WA | 360 | $112.4M | $4.2M |
| 3 | BURTON LUMBER & HARDWARE CO. |
SALT LAKE CITY UT |
| 269 |
| $21.5M |
| $238K |
| 4 | BURTON LUMBER & HARDWARE CO. BURTON LUMBER 401(K) PLAN | SALT LAKE CITY UT | 286 | $18.8M | $172K |
| 5 | ONESOURCE BUSINESS SOLUTIONS, LLC ONESOURCE BUSINESS SOLUTIONS, LLC RETIREMENT SAVINGS PLAN | CUMMING GA | 812 | $48.1M | $76K |
