Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan U.S. Value Fund – Class R6 in their Schedule of Assets, totaling $55.9M 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 | OSHKOSH CORPORATION OSHKOSH CORPORATION AND AFFILIATES TAX-DEFERRED INVESTMENT PLAN | OSHKOSH WI | 13,938 | $2.0B | $47.7M |
| 2 | MT. WASHINGTON PEDIATRIC HOSPITAL, INC. MT. WASHINGTON PEDIATRIC HOSPITAL 403(B) PLAN | BALTIMORE MD | 589 | $40.1M | $4.0M |
| 3 | OSHKOSH CORPORATION |
OSHKOSH WI |
| 1,396 |
| $141.4M |
| $3.4M |
| 4 | KEWAUNEE FABRICATIONS LLC KEWAUNEE FABRICATIONS LLC 401(K) PLAN | OSHKOSH WI | 203 | $18.9M | $762K |
| 5 | REFORMED THEOLOGICAL SEMINARY REFORMED THEOLOGICAL SEMINARY RETIREMENT PLAN | JACKSON MS | 181 | $18.7M | $68K |
