Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan JP Morgan US Value R6 in their Schedule of Assets, totaling $3.0M 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 | PROGRESSIVE PHYSICIAN ASSOCIATES, INC. PROGRESSIVE PHYSICIAN ASSOCIATES, INC. RETIREMENT SAVINGS PLAN | BETHLEHEM PA | 135 | $103.8M | $3.0M |
| 2 | SOUTHWEST REGIONAL PCR, LLC D/B/A MICROGENDX MICROGENDX 401(K) PROFIT SHARING PLAN | ORLANDO FL | 89 | $4.0M | $3K |
