Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan Investment Mgmt Inc. JP Morgan US Value R6 Fund in their Schedule of Assets, totaling $4.3M 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 | WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS WOLF TRAP FOUNDATION 403(B) PLAN | VIENNA VA | 183 | $19.9M | $1.8M |
| 2 | ROBERT R MCCORMICK FOUNDATION ROBERT R. MCCORMICK FOUNDATIONS 403(B) PLAN | CHICAGO IL | 148 | $26.6M | $1.3M |
| 3 | INDUS TECHNOLOGY, INC. INDUS TECHNOLOGY, INC. 401(K) PLAN |
SAN DIEGO CA |
| 472 |
| $24.5M |
| $748K |
| 4 | ROBERT R. MCCORMICK FOUNDATION ROBERT R. MCCORMICK FOUNDATIONS DEFINED CONTRIBUTION PLAN | CHICAGO IL | 99 | $18.2M | $457K |
