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 Mutual fund in their Schedule of Assets, totaling $8.7M 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 | JAVELIN ACQUISITION VEHICLE LLC LINDSAY PRECAST 401(K) PLAN | CANAL FULTON OH | 428 | $27.0M | $2.7M |
| 2 | LOS ANGELES FEDERAL CREDIT UNION LOS ANGELES FEDERAL CREDIT UNION PROFIT/SHARING 401(K) PLAN | GLENDALE CA | 182 | $41.3M | $2.0M |
| 3 | RINNAI AMERICA CORPORATION |
PEACHTREE CITY GA |
| 519 |
| $36.4M |
| $1.4M |
| 4 | LAKE AIR PRODUCTS, LLC LAKE AIR PRODUCTS LLC 401(K) PLAN | COON RAPIDS MN | 264 | $10.7M | $1.2M |
| 5 | ORION ENGINEERED CARBONS ORION ENGINEERED CARBONS 401(K) SAVINGS PLAN | SPRING TX | 369 | $77.6M | $834K |
| 6 | HOBART ANIMAL CLINIC INC HOBART ANIMAL CLINIC INC 401(K) PROFIT SHARING PLAN & TRUST | HOBART IN | 195 | $5.3M | $331K |
| 7 | NAVITAS SEMICONDUCTOR USA, INC. NAVITAS SEMICONDUCTOR 401(K) RETIREMENT PLAN | TORRANCE CA | 102 | $12.5M | $161K |
