Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Jpmorgan Jpmorgan U.s. Value R6 in their Schedule of Assets, totaling $5.8M 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 | FALVEY INSURANCE GROUP LTD FALVEY INSURANCE GROUP LTD 401(K) PROFIT SHARING PLAN & TRUST | NORTH KINGSTOWN RI | 176 | $18.2M | $1.5M |
| 2 | NEW CHARTER TECHNOLOGIES, INC. NEW CHARTER TECHNOLOGIES 401(K) PLAN | DENVER CO | 898 | $55.8M | $1.5M |
| 3 | WINLAND FOODS, INC. WINLAND FOODS, INC. 401(K) PLAN |
OAK BROOK IL |
| 2,615 |
| $182.1M |
| $739K |
| 4 | CALCIUM + COMPANY, LLC CALCIUM + COMPANY, LLC 401(K) PLAN | PHILADELPHIA PA | 125 | $11.7M | $309K |
| 5 | PHUSION PROJECTS, LLC PHUSION PROJECTS, LLC 401(K) PLAN | CHICAGO IL | 118 | $12.4M | $298K |
| 6 | TGT ENTERPRISES INC. DBA ANDERSON TGT ENTERPRISES, INC. 401(K) PLAN | POWAY CA | 140 | $15.5M | $292K |
| 7 | ZAP ENGINEERING & CONSTRUCTION SERVICES, INC. ZAP ENGINEERING & CONSTRUCTION SERVICES, INC. 401(K) PLAN | LAKEWOOD CO | 225 | $15.5M | $218K |
| 8 | COPLEY HEALTH SYSTEMS, INC. COPLEY HEALTH SYSTEMS, INC. 403(B) RETIREMENT PLAN | MORRISVILLE VT | 638 | $51.1M | $144K |
| 9 | CATALYZE, LLC CATALYZE, LLC 401(K) RETIREMENT PLAN | HOUSTON TX | 110 | $6.4M | $138K |
| 10 | GREENLIGHT BIOSCIENCES INC GREENLIGHT BIOSCIENCES INC 401(K) RETIREMENT PLAN | LEXINGTON MA | 144 | $14.1M | $125K |
