Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan Large Cap Value R6 JP Morgan 0 in their Schedule of Assets, totaling $2.5M 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 | WALSWORTH, LLP WALSWORTH, LLP 401(K) PLAN | IRVINE CA | 112 | $28.7M | $872K |
| 2 | DOMINION SOLUTIONS, INC. FKA DOMINION GRAPHIC SERVICES SOURCE4 401(K) PLAN | ROANOKE VA | 225 | $13.3M | $714K |
| 3 | SOUTHERN HENS, INC. SOUTHERN HENS COMPANY EMPLOYEE SAVINGS & RETIREMENT PLAN |
MOSELLE MS |
| 226 |
| $6.8M |
| $598K |
| 4 | INSTITUTE FOR FUNCTIONAL MEDICINE INSTITUTE FOR FUNCTIONAL MEDICINE 401(K) PLAN | FEDERAL WAY WA | 95 | $6.6M | $354K |