Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding JPMorgan Midcap Value Fund in their Schedule of Assets, totaling $2.1M 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 | GUARANTEE TRUST LIFE INSURANCE COMPANY GUARANTEE TRUST LIFE INSURANCE COMPANY AND SELECT AFFILIATES 401(K) AND PROFIT SHARING PLAN | GLENVIEW IL | 296 | $57.0M | $583K |
| 2 | SPECIAL TREE, LTD. SPECIAL TREE, LTD. EMPLOYEES' SALARY SAVINGS & RETIREMENT PLAN | ROMULUS MI | 774 | $20.3M | $368K |
| 3 | HARDING HOLDINGS, INC. |
ANCHORAGE AK |
| 281 |
| $14.2M |
| $293K |
| 4 | THE SPEECH PATHOLOGY GROUP, INC. THE COMMUNICATIONS GROUP 401(K) PLAN | WALNUT CREEK CA | 1,484 | $37.7M | $271K |
| 5 | WHITCO SUPPLY, LLC WHITCO SUPPLY, LLC 401K PROFIT SHARING PLAN AND TRUST | BROUSSARD LA | 183 | $21.4M | $134K |
| 6 | LIQUID ENVIRONMENTAL SOLUTIONS CORPORATION LIQUID ENVIRONMENTAL SOLUTIONS & AFFILIATES 401(K) PROFIT SHARING PLAN | IRVING TX | 912 | $19.2M | $122K |
| 7 | SIGN A RAMA, INC. U.F.G. GROUP 401(K) RETIREMENT PLAN | WEST PALM BEACH FL | 194 | $20.8M | $117K |
| 8 | OPENROAD OPCO. LLC OPENROAD 401(K) PLAN | AUSTIN TX | 398 | $8.0M | $92K |
| 9 | PUSHPAY USA, INC. PUSHPAY RETIREMENT PLAN | REDMOND WA | 425 | $29.0M | $79K |
| 10 | MATRIX DESIGN GROUP, INC. MATRIX DESIGN GROUP 401(K) PLAN | COLORADO SPRINGS CO | 210 | $17.0M | $31K |
