Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan U.S. Value R6 Registered investment company in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | V P HOLDINGS LLC MEDIA HOLDINGS 401(K) RETIREMENT SAVINGS PLAN | ST PETERSBURG FL | 1,256 | $121.8M | $1.1M |
| 2 | K & D K & D MANAGEMENT 401(K) RETIREMENT PLAN | WILLOUGHBY OH | 311 | $3.2M | $92K |
