Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan LgCp Val Fnd R6 Registered Investment Company in their Schedule of Assets, totaling $4.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BRAMAN MOTORS, INC. BRAMAN DEALERSHIPS 401(K) PLAN | MIAMI FL | 2,532 | $66.6M | $1.6M |
| 2 | ARCHITECTURAL GRAPHICS, INC. AGI 401(K) PLAN | VIRGINIA BEACH VA | 1,034 | $60.0M | $1.2M |
| 3 | OEC USA, INC. OEC USA, INC. 401(K) PLAN | MIAMI FL |
| 16 |
| $29.8M |
| $813K |
| 4 | OPTUS INC OPTUS RETIREMENT INVESTMENT PLAN | JONESBORO AR | 77 | $7.6M | $726K |
| 5 | MERCURY PRINT PRODUCTIONS, INC. MERCURY PRINT PRODUCTIONS, INC. PROFIT SHARING/ | ROCHESTER NY | 167 | $12.7M | $330K |
| 6 | FOUNDATION COMMUNITIES FOUNDATION COMMUNITIES 401(K) RETIREMENT PLAN | AUSTIN TX | 335 | $16.8M | $216K |
| 7 | TAX DEFENSE NETWORK, LLC TAX DEFENSE NETWORK 401K PLAN | JACKSONVILLE FL | 194 | $7.4M | $21K |
| 8 | LUMICOR INC LUMICOR INC 401(K) PLAN | RENTON WA | 70 | $2.9M | $16K |
