Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JP Morgan Large Cap Value R6 Mutual fund in their Schedule of Assets, totaling $3.7M 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 | THE YELLOWSTONE BANK YELLOWSTONE BANK 401(K) PLAN | BILLINGS MT | 113 | $22.2M | $1.2M |
| 2 | ETERNAL WORD TELEVISION NETWORK, INC. EWTN 403(B) RETIREMENT SAVINGS PLAN | IRONDALE AL | 472 | $40.8M | $847K |
| 3 | ILSL HOLDING INC. USA INDEGENE 401(K) PLAN |
PRINCETON NJ |
| 469 |
| $44.7M |
| $719K |
| 4 | PEDIATRUST, LLC PEDIATRUST, LLC 401(K) PROFIT SHARING PLAN & TRUST | NORTHBROOK IL | 252 | $43.3M | $469K |
| 5 | COMMUNITY ACTION AGENCY OF COLUMBIANA COUNTY INC. COMMUNITY ACTION AGENCY OF COLUMBIANA COUNTY INC. RETIREMENT PLAN | LISBON OH | 336 | $7.0M | $250K |
| 6 | PANAMERA ACQUISITION HOLDINGS, INC. D/B/A PURPOSEBUILT BRANDS, INC. PURPOSEBUILT BRANDS 401(K) PLAN | GURNEE IL | 484 | $31.8M | $237K |
| 7 | TORGERSONS, LLC TORGERSON'S LLC 401(K) PLAN | GREAT FALLS MT | 323 | $11.4M | $1K |
