Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan JPMorgan Large-Cap Value R6 in their Schedule of Assets, totaling $8.2M 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 | INNOSPEC, INC. INNOSPEC 401(K) AND PROFIT SHARING PLAN | ENGLEWOOD CO | 781 | $116.5M | $5.7M |
| 2 | LEGACY COMMUNITY HEALTH SERVICES, INC. LEGACY COMMUNITY HEALTH SERVICES, INC. 403(B) PLAN | HOUSTON TX | 1,818 | $74.0M | $621K |
| 3 | NORIX GROUP, INC. NORIX GROUP, INC. 401(K) PLAN |
WEST CHICAGO IL |
| 129 |
| $7.9M |
| $545K |
| 4 | VISION PARTNERS LLC VISION PARTNERS LLC 401(K) PROFIT SHARING PLAN | BOCA RATON FL | 681 | $50.9M | $538K |
| 5 | JOHNNY WAS, LLC JOHNNY WAS 401(K) PLAN | ATLANTA GA | 0 | $4.5M | $345K |
| 6 | NORTH AMERICAN FAMILY INSTITUTE, INC. NORTH AMERICAN FAMILY INSTITUTE, INC. 403(B) PLAN | STONEHAM MA | 1,421 | $26.5M | $254K |
| 7 | SEMLER BROSSY CONSULTING GROUP, LLC SEMLER BROSSY CONSULTING GROUP, LLC 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 99 | $24.3M | $83K |
| 8 | INFINITY TECHNOLOGY SERVICES, LLC INFINITY TECHNOLOGY SERVICES, LLC 401(K) PLAN | COLORADO SPRINGS CO | 127 | $4.5M | $55K |
