Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding JPMorgan U.S. Value Fund Class R6 " in their Schedule of Assets, totaling $10.3M 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 | BANK OF CHINA BANK OF CHINA 401(K) PLAN | NEW YORK NY | 804 | $169.7M | $7.0M |
| 2 | GARDINER & THEOBALD INC. GARDINER & THEOBALD INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 254 | $22.7M | $1.3M |
| 3 | FIBEROPTICS TECHNOLOGY, INC. FIBEROPTICS TECHNOLOGY, INC. 401(K) PLAN |
POMFRET CT |
| 185 |
| $14.6M |
| $966K |
| 4 | ELLENOFF GROSSMAN & SCHOLE LLP ELLENOFF GROSSMAN & SCHOLE LLP 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 152 | $44.4M | $358K |
| 5 | VIRTUOUS SOFTWARE, INC. VIRTUOUS SOFTWARE, INC. 401(K) PLAN | PHOENIX AZ | 159 | $6.3M | $310K |
| 6 | SQUAREPOINT SERVICES US LLC SQUAREPOINT SERVICES US LLC 401(K) PLAN | NEW YORK NY | 306 | $41.3M | $272K |
| 7 | COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN | TAUNTON MA | 706 | $25.2M | $50K |
| 8 | ROLLER DIE & FORMING CO., INC. ROLLER DIE & FORMING CO., INC. PROFIT SHARING PLAN | LOUISVILLE KY | 251 | $8.2M | $40K |
| 9 | LACERTA GROUP, LLC LACERTA GROUP, LLC 401(K) PLAN | MANSFIELD MA | 570 | $6.3M | $34K |
| 10 | PREMIUM LABEL & PACKAGING SOLUTIONS, LLC PREMIUM LABEL & PACKAGING SOLUTIONS RETIREMENT PLAN | FAIRFIELD NJ | 170 | $8.4M | $32K |
