Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMORGAN U.S. VALUE FUND R6 Mutual Fund Shares a in their Schedule of Assets, totaling $3.4M 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 | AZENTA, INC. AZENTA, INC. 401(K) PLAN | BURLINGTON MA | 1,178 | $171.6M | $2.7M |
| 2 | BROOKS AUTOMATION US, LLC. BROOKS AUTOMATION US, LLC. 401(K) PLAN | CHELMSFORD MA | 921 | $189.7M | $652K |
