Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding JP Morgan Large Cap Value R6 in their Schedule of Assets, totaling $8.7M 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 | SUBURBAN EMPLOYEE SERVICES, LLC SUBURBAN COLLECTION 401(K) PLAN | BIRMINGHAM MI | 941 | $61.7M | $4.5M |
| 2 | H. EIKENHOUT & SONS, INC. H. EIKENHOUT & SONS, INC. 401(K) PLAN | GRAND RAPIDS MI | 176 | $16.4M | $1.4M |
| 3 | CLICK THERAPEUTICS, INC. CLICK THERAPEUTICS, INC. 401(K) PLAN |
NEW YORK NY |
| 140 |
| $12.9M |
| $811K |
| 4 | OUTSOURCING STRATEGIES, INC. OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING PLAN | WESTMONT IL | 2,079 | $34.4M | $496K |
| 5 | TROPICAL SMOOTHIE CAFE, LLC TROPICAL SMOOTHIE CAFE, LLC 401(K) PLAN | ATLANTA GA | 119 | $10.4M | $454K |
| 6 | HERITAGE BROADCASTING COMPANY OF MICHIGAN HERITAGE BROADCASTING COMPANY OF MICHIGAN 401(K) PROFIT SHARING PLAN | CADILLAC MI | 90 | $7.1M | $381K |
| 7 | THE VITA COCO COMPANY, INC. THE VITA COCO COMPANY, INC. 401(K) PLAN | NEW YORK NY | 244 | $19.7M | $300K |
| 8 | NEWK'S HOLDING COMPANY, LLC NEWK'S 401(K) PLAN | JACKSON MS | 304 | $5.5M | $194K |
| 9 | LARADON HALL SOCIETY FOR EXCEPTIONAL CHILDREN AND ADULTS DBA LARADON LARADON 401(K) RETIREMENT PLAN | DENVER CO | 203 | $7.1M | $50K |
| 10 | SCHWARTZ & ASSOCIATES, P. A. SCHWARTZ & ASSOCIATES, P.A. 401(K) SALARY SAVINGS PLAN | JACKSON MS | 114 | $9.0M | $12K |
