Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan US Value R6 Fund Mutual fund in their Schedule of Assets, totaling $26.0M 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 | UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION UMMS VOLUNTARY 403(B) PLAN | BALTIMORE MD | 8,350 | $793.4M | $18.5M |
| 2 | APPLIED INDUSTRIAL TECHNOLOGIES, INC. APPLIED INDUSTRIAL TECHNOLOGIES, INC. RETIREMENT SAVINGS PLAN | CLEVELAND OH | 4,925 | $862.3M | $6.1M |
| 3 | ALLAN INDUSTRIES, INC. |
ROCKAWAY NJ |
| 1,072 |
| $14.4M |
| $909K |
| 4 | LEO, INC. LEO, INC. 403(B) PLAN | LYNN MA | 114 | $5.9M | $269K |
| 5 | 1ST PET VETERINARY CENTERS, INC. 1ST PET VETERINARY CENTERS 401(K) PROFIT SHARING PLAN | CHANDLER AZ | 199 | $4.3M | $113K |
