Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JP Morgan Lrg Cap Value R6 Fd 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.
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 | DOVEDALE SALES CORP. DOVEDALE SALES CORP. 401(K) PLAN | COMMACK NY | 258 | $16.0M | $1.2M |
| 2 | HELGESEN INDUSTRIES, LLC HELGESEN INDUSTRIES, INC. PROFIT SHARING 401(K) PLAN | HARTFORD WI | 246 | $22.1M | $620K |
| 3 | CUMBERLAND HEALTHCARE CUMBERLAND HEALTHCARE 403(B) PLAN |
CUMBERLAND WI |
| 236 |
| $18.7M |
| $546K |
| 4 | ABRAMS FENSTERMAN, LLP ABRAMS FENSTERMAN, LLP 401(K) RETIREMENT PLAN | LAKE SUCCESS NY | 295 | $21.2M | $369K |
| 5 | PREFERRED CREDIT, INC. PREFERRED CREDIT, INC. RETIREMENT SAVINGS PLAN | SAINT CLOUD MN | 238 | $21.8M | $332K |
| 6 | VENTURA SERVICES FL LLC VENTURA SERVICES FL LLC 401(K) PLAN | FORT LAUDERDALE FL | 3,411 | $4.5M | $252K |
| 7 | GASTON RESIDENTIAL SERVICES INC GASTON RESIDENTIAL SERVICES RETIREMENT PLAN | GASTONIA NC | 136 | $2.7M | $196K |
| 8 | WORLEY WAREHOUSING, INC. WORLEY 401(K) PLAN | CEDAR RAPIDS IA | 140 | $13.7M | $186K |
