Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan Large Cap Value Fund Class R6 Mutual fund in their Schedule of Assets, totaling $34.6M 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 | OCEAN NETWORK EXPRESS (NORTH AMERICA) INC. OCEAN NETWORK EXPRESS (NORTH AMERICA) INC. 401(K) PLAN | RICHMOND VA | 873 | $156.9M | $20.1M |
| 2 | TEAM, INC. TEAM, INC. SALARY DEFERRAL PLAN AND TRUST | SUGAR LAND TX | 3,219 | $357.2M | $12.9M |
| 3 | CAREINGTON INTERNATIONAL CORPORATION |
FRISCO TX |
| 623 |
| $28.7M |
| $1.3M |
| 4 | CAPE ATLANTIC INK INC CAPE ATLANTIC INK INC 401(K) PROFIT SHARING PLAN & TRUST | MAYS LANDING NJ | 128 | $7.5M | $256K |
| 5 | NISUM TECHNOLOGIES, INC. NISUM TECHNOLOGIES, INC. 401K PLAN | BREA CA | 263 | $17.6M | $110K |
