Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan JPMorgan Large Cap Value R3 in their Schedule of Assets, totaling $6.3M 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 | BELFOR USA GROUP, INC. BELFOR GROUP 401(K) PLAN | BIRMINGHAM MI | 2,528 | $173.2M | $6.3M |
| 2 | TPG HOLDINGS, LLC TPG HOLDINGS, LLC 401(K) PLAN | ROSEVILLE MI | 675 | $2.4M | $34K |
