Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding JPMorgan Large-Cap Value Fund in their Schedule of Assets, totaling $16.4M 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 | CACTUS DRILLING COMPANY, LLC CACTUS DRILLING COMPANY, LLC 401(K) PLAN | OKLAHOMA CITY OK | 1,265 | $123.0M | $10.1M |
| 2 | T.M. COBB COMPANY T.M. COBB AND HALEY BROTHERS 401(K) PLAN | RIVERSIDE CA | 494 | $28.6M | $3.4M |
| 3 | FOX VALLEY TOOL & DIE, INC. FOX VALLEY TOOL & DIE, INC. 401(K) AND PROFIT SHARING PLAN |
KAUKAUNA WI |
| 145 |
| $25.4M |
| $1.2M |
| 4 | SPUNCAST INC. SPUNCAST INC. 401(K) PROFIT SHARING PLAN AND TRUST | WATERTOWN WI | 126 | $6.9M | $530K |
| 5 | JP EXPRESS SERVICE INC. JP EXPRESS SERVICE 401(K) PLAN | ISLANDIA NY | 266 | $8.9M | $508K |
| 6 | INTERNATIONAL BONDED COURIERS, INC. INTERNATIONAL BONDED COURIERS, INC. TAX SHELTERED PLAN | JAMAICA NY | 313 | $12.4M | $432K |
| 7 | ADVANCE TANK AND CONSTRUCTION CO. ADVANCE TANK EMPLOYEES' RETIREMENT PLAN | WELLINGTON CO | 206 | $12.6M | $197K |
| 8 | STAX PAYMENTS, INC. STAX PAYMENTS 401(K) PLAN | ORLANDO FL | 313 | $10.2M | $49K |
| 9 | TAX DEFENSE NETWORK, LLC TAX DEFENSE NETWORK 401K PLAN | JACKSONVILLE FL | 194 | $7.4M | $21K |
| 10 | BMK ENTERPRISES LLC ROBERT J. HENSEN PROFIT SHARING PLAN | MISSION VIEJO CA | 55 | $523K | $12K |
