Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan MidCap Value Fund Pooled separate accounts in their Schedule of Assets, totaling $463K 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 | AKS INDUSTRIES, INC. AKS INDUSTRIES 401(K) RETIREMENT PLAN & TRUST | KIRKLAND WA | 350 | $15.0M | $330K |
| 2 | TS BANKING GROUP TS BANKING GROUP SAVINGS PLAN | TREYNOR IA | 176 | $16.5M | $117K |
| 3 | LODESTONE PACIFIC HOLDING COMPANY, INC. LPHC, INC. 401(K) PROFIT SHARING PLAN |
ARCATA CA |
| 240 |
| $13.0M |
| $14K |
| 4 | VISION POINT SYSTEMS, INC. VISION POINT SYSTEMS RETIREMENT PLAN | FAIRFAX VA | 152 | $12.3M | $1K |
