Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan JPM US Value R6 in their Schedule of Assets, totaling $3.5M 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 | LIONBRIDGE TECHNOLOGIES, LLC LIONBRIDGE TECHNOLOGIES 401K PLAN | WALTHAM MA | 944 | $112.3M | $1.7M |
| 2 | AMERIQUAL GROUP, LLC AMERIQUAL 401(K) PLAN | EVANSVILLE IN | 894 | $51.0M | $1.4M |
| 3 | PUBWORX SERVICES LLC PUBWORX 401(K) PLAN |
| 126 |
| $29.0M |
| $400K |