Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMorgan JPMorgan US Value R6 in their Schedule of Assets, totaling $26.4M 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 | PHI GROUP, INC. PHI GROUP, INC. 401(K) RETIREMENT PLAN | LAFAYETTE LA | 2,040 | $426.9M | $17.5M |
| 2 | DXP ENTERPRISES, INC. DXP ENTERPRISES, INC. 401(K) RETIREMENT PLAN | HOUSTON TX | 2,901 | $250.1M | $6.3M |
| 3 | EXP WORLD HOLDINGS, INC. EXP 401(K) PLAN |
BELLINGHAM WA |
| 1,488 |
| $51.8M |
| $1.7M |
| 4 | ONE WATER MARINE HOLDINGS, LLC ONE WATER MARINE HOLDINGS, LLC 401(K) PLAN | BUFORD GA | 1,832 | $57.4M | $864K |
| 5 | GREATER CHICAGO FOOD DEPOSITORY GREATER CHICAGO FOOD DEPOSITORY RETIREMENT SAVINGS PLAN | CHICAGO IL | 251 | $11.5M | $38K |
| 6 | BITZER US, INC. BITZER US, INC. 401(K) & LONG TERM INCENTIVE PLAN | FLOWERY BRANCH GA | 318 | $30.9M | $17K |
| 7 | GUARDIAN CREDIT UNION GUARDIAN CREDIT UNION 401(K) PLAN AND TRUST | OAK CREEK WI | 80 | $6.8M | $3K |
