Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JP Morgan Us Value R6 Mutual fund in their Schedule of Assets, totaling $103.2M 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 | COMMONSPIRIT HEALTH COMMONSPIRIT HEALTH ERISA 403(B) PLAN | ERLANGER KY | 28,491 | $2.9B | $100.4M |
| 2 | QOSINA CORP. QOSINA CORP. 401(K) PLAN | RONKONKOMA NY | 130 | $17.9M | $823K |
| 3 | DUNNHUMBY INC. DUNNHUMBY INC. 401(K) PLAN | CINCINNATI |
| 271 |
| $50.8M |
| $776K |
| 4 | ACTION ENTERPRISE HOLDINGS, LLC ACTION ENTERPRISE 401(K) PLAN | BIRMINGHAM AL | 477 | $15.9M | $574K |
| 5 | KLD ASSOCIATES INC. KLD ASSOCIATES INC. 401(K) PLAN | PORT JEFFERSON STATION NY | 138 | $13.1M | $246K |
| 6 | ALLOY & STAINLESS FASTENERS, INC. ALLOY & STAINLESS FASTENERS, INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 324 | $18.4M | $229K |
| 7 | CHANNELL COMMERCIAL CORPORATION CHANNELL COMMERCIAL CORPORATION 401(K) PLAN | ROCKWALL TX | 523 | $17.3M | $120K |
| 8 | SAN GABRIEL TRANSIT, INC. AND AFFILIATES SAN GABRIEL TRANSIT & AFFILIATES 401(K) RETIREMENT PLAN | EL MONTE CA | 974 | $1.0M | $52K |
| 9 | MAGIC MEMORIES (USA) LLC MAGIC MEMORIES EMPLOYEE RETIREMENT PLAN | GRAND JUNCTION CO | 486 | $3.4M | $2K |
