Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding JP Morgan US Value R6 - in their Schedule of Assets, totaling $14.3M 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 | THE BOARD OF TRUSTEES OF THE IBEW LOCAL 968 PENSION FUND IBEW LOCAL 968 PENSION FUND | PARKERSBURG WV | 355 | $73.2M | $6.0M |
| 2 | CAPTIVE RESOURCES, LLC CAPTIVE RESOURCES 401(K) PLAN | ITASCA IL | 443 | $98.9M | $4.5M |
| 3 | SOUTHERN CHAMPION TRAY, L P SOUTHERN CHAMPION TRAY, LP 401(K) SAVINGS AND RETIREMENT PLAN | CHATTANOOGA TN | 898 | $55.4M | $1.2M |
| 4 | SPRINGFIELD, INC. SPRINGFIELD, INC. 401(K) PROFIT SHARING PLAN | GENESEO IL | 325 | $23.6M | $879K |
| 5 | GSI ENVIRONMENTAL, INC. GSI ENVIRONMENTAL, INC. PROFIT SHARING PLAN. | HOUSTON TX | 216 | $56.3M | $632K |
| 6 | GOODWILL CENTRAL COAST GOODWILL CENTRAL COAST 403(B) PLAN | SALINAS CA | 611 | $5.2M | $390K |
| 7 | DERMATOLOGY ASSOCIATES OF TALLAHASSEE, P.A. DERMATOLOGY ASSOCIATES OF TALLAHASSEE P. A. PROFIT SHARING 401(K) PLAN | TALLAHASSEE FL | 295 | $27.9M | $223K |
| 8 | OCTOBER THREE MANAGEMENT SERVICES, INC. OCTOBER THREE MANAGEMENT SERVICES, INC. RETIREMENT TRUST | CHICAGO IL | 192 | $19.7M | $204K |
| 9 | CLEARVIEW CONSULTING, INC. CLEARVIEW CONSULTING, INC. 401(K) PLAN | OWINGS MILLS MD | 138 | $10.5M | $101K |
| 10 | ARARAT HOME OF LOS ANGELES ARARAT HOME RETIREMENT PLAN | MISSION HILLS CA | 572 | $7.1M | $78K |
