Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan Mutual funds - JPM US Value R6 in their Schedule of Assets, totaling $3.5M 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 | GENESIS ENERGY, LLC GENESIS ENERGY, LLC PROFIT SHARING & RETIREMENT SAVINGS PLAN | HOUSTON TX | 1,064 | $184.7M | $3.5M |
