Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JP Morgan U.S. Value R6 # in their Schedule of Assets, totaling $7.0M 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 | WESBANCO, INC. WESBANCO, INC. 401(K) PLAN | WHEELING WV | 2,447 | $238.2M | $6.3M |
| 2 | EVERWAY, LLC EVERWAY, LLC 401(K) PLAN | HURON OH | 205 | $13.7M | $376K |
| 3 | BUTTON MOTORS INC. CHARIOT AUTO RETIREMENT READINESS 401(K)PLAN | KOKOMO |
| 231 |
| $12.6M |
| $116K |
| 4 | ARNOLD & ITKIN, LLP ARNOLD & ITKIN 401K RETIREMENT PLAN | HOUSTON TX | 170 | $19.6M | $108K |
| 5 | LORD AECK SARGENT PLANNING AND DESIGN, INC. LORD AECK SARGENT PLANNING AND DESIGN 401(K) PLAN | ATLANTA GA | 158 | $14.3M | $90K |
| 6 | ARONA CORPORATION ARONA CORPORATION 401(K) PLAN | WEST DES MOINES IA | 546 | $15.0M | $7K |
