Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JP Morgan Funds JP Morgan US Value R6 Fund in their Schedule of Assets, totaling $6.6M 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 | PPC RETIREMENT PLAN PPC RETIREMENT PLAN | ALBANY GA | 1,351 | $98.7M | $3.2M |
| 2 | FISKARS BRANDS, INC. FISKARS GROUP 401(K) RETIREMENT SAVINGS PLAN | MIDDLETON WI | 441 | $122.2M | $1.6M |
| 3 | THE PLEXUS GROUPE LLC THE PLEXUS GROUPE LLC 401(K) PROFIT SHARING PLAN |
DEER PARK IL |
| 154 |
| $27.3M |
| $989K |
| 4 | FISKARS BRANDS, INC. GERBER LEGENDARY BLADES UNION 401(K) RETIREMENT SAVINGS PLAN | MIDDLETON WI | 89 | $8.0M | $441K |
| 5 | CHOICE FINANCIAL GROUP CHOICE FINANCIAL GROUP 401K PLAN | GRAND FORKS ND | 435 | $41.6M | $349K |
| 6 | RW TOWNE REALTY LLC RW TOWNE REALTY 401(K) PLAN | CHESAPEAKE VA | 129 | $12.2M | $50K |