Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding J.P. Morgan Asset Management JPMorgan U.S. Value Fund-R6 in their Schedule of Assets, totaling $504K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INCHARGE EDUCATION FOUNDATION, INC. INCHARGE 401(K) RETIREMENT PLAN | ORLANDO FL | 117 | $12.1M | $504K |
