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 R6 Mutual Funds - in their Schedule of Assets, totaling $5.0M 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 | CONSOLIDATED ASSET MANAGEMENT SERVICES, LLC CAMS UNION RETIREMENT PLAN | HOUSTON TX | 766 | $89.5M | $1.8M |
| 2 | WHEELER BROTHERS GRAIN COMPANY, LLC SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY, LLC | WATONGA OK | 126 | $17.3M | $1.5M |
| 3 | SAVANT SYSTEMS, INC. |
HYANNIS MA |
| 394 |
| $44.7M |
| $789K |
| 4 | GAFCON, INC. GAFCON, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 126 | $19.3M | $645K |
| 5 | GAFCON PM-CM LLC GAFCON PM-CM LLC PROFIT SHARING PLAN | SAN DIEGO CA | 124 | $17.9M | $265K |