Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JP Morgan Large-Cap Value Fund in their Schedule of Assets, totaling $3.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HEALTH INFORMATION ASSOCIATES, INC. HEALTH INFORMATION ASSOCIATES, INC. 401(K) PLAN | PAWLEYS ISLAND SC | 175 | $23.6M | $897K |
| 2 | OVARE GROUP INC. OVARE GROUP INC. 401(K) PLAN | LOUISVILLE KY | 92 | $8.2M | $700K |
| 3 | MHQ, INC. AUTOMOTIVE MANAGEMENT, INC. 401(K) PLAN |
MARLBORO MA |
| 186 |
| $14.1M |
| $644K |
| 4 | AD HOC LLC AD HOC 401(K) PLAN | MCLEAN VA | 491 | $49.9M | $523K |
| 5 | ZYNEX, INC. ZYNEX, INC. 401(K) PLAN | ENGLEWOOD CO | 882 | $19.8M | $300K |
| 6 | INFINITY COMMUNICATIONS, LLC INFINITY COMMUNICATIONS 401(K) PLAN | DURHAM NC | 112 | $4.3M | $110K |
| 7 | BALLARD MACK SALES & SERVICE, INC. BALLARD MACK SALES & SERVICE, INC. 401(K) PROFIT SHARING PLAN | WORCESTER MA | 220 | $18.0M | $68K |
| 8 | CHAMPION CREDIT UNION CHAMPION CREDIT UNION 401(K) SAVINGS PLAN | CANTON NC | 110 | $7.5M | $59K |
| 9 | GOODWILL INDUSTRIES OF MICHIANA, INC. 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. | SOUTH BEND IN | 671 | $14.3M | $5K |
