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 R6 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $3.2M 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 | HORNER ELECTRIC INC. HORNER ELECTRIC INC. EMPLOYEES RETIREMENT PLAN | INDIANAPOLIS IN | 296 | $28.6M | $3.1M |
| 2 | LA CAUSA INC. LA CAUSA INC. RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 177 | $4.7M | $55K |
