Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMorgan Large Cap Value Fund Class R6 in their Schedule of Assets, totaling $10.6M 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 | INSERRA SUPERMARKETS, INC. INSERRA SUPERMARKETS, INC. PROFIT SHARING 401(K) PLAN | MAHWAH NJ | 432 | $74.9M | $5.5M |
| 2 | CREATIVE OFFICE PAVILION LLC CREATIVE OFFICE RESOURCES 401(K) PLAN & TRUST | BOSTON MA | 401 | $71.8M | $3.4M |
| 3 | MELINTA SUBSIDIARY CORP. |
PARSIPPANY NJ |
| 151 |
| $32.7M |
| $776K |
| 4 | SENTINEL PEAK RESOURCES MANAGEMENT LLC SENTINEL PEAK RESOURCES MANAGEMENT LLC 401(K) PLAN | ENGLEWOOD CO | 268 | $53.6M | $379K |
| 5 | AGAPE CHILD & FAMILY SERVICES, INC. AGAPE CHILD & FAMILY SERVICES, INC. TAX SHELTERED ANNUITY PLAN | MEMPHIS TN | 104 | $1.9M | $275K |
| 6 | ONE TRUE HOLDING COMPANY ONE TRUEACCORD 401(K) PLAN | LENEXA KS | 209 | $15.1M | $262K |
| 7 | COMMUNITY FINANCIAL SERVICES, INC. COMMUNITY FINANCIAL SERVICES BANK 401(K) PLAN | BENTON KY | 234 | $2.7M | $25K |
