Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JPMorgan U.S. Value R6 JPMorgan 0 in their Schedule of Assets, totaling $15.2M 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 | AFL TELECOMMUNICATIONS, LLC AFL TELECOMMUNICATIONS, LLC SAVINGS AND INCENTIVE PLAN | DUNCAN SC | 2,656 | $178.6M | $6.9M |
| 2 | THE KNAPHEIDE MANUFACTURING COMPANY THE KNAPHEIDE MANUFACTURING COMPANY 401(K) CASH DEFERRED PLAN | QUINCY IL | 1,688 | $175.4M | $6.5M |
| 3 | GRANICUS, LLC |
WASHINGTON DC |
| 1,169 |
| $57.1M |
| $983K |
| 4 | DERMATOLOGY, INC. DERMATOLOGY, INC. CASH OR DEFERRED PROFIT SHARING PLAN | GREENWOOD IN | 85 | $20.7M | $474K |
| 5 | BOSTON VALLEY TERRA COTTA, LLC BOSTON VALLEY POTTERY 401(K) PLAN | ORCHARD PARK NY | 106 | $9.1M | $127K |
| 6 | AMERIJET INTERNATIONAL, INC. AMERIJET INTERNATIONAL 401(K) PLAN | MIAMI FL | 678 | $22.6M | $89K |
| 7 | KBRA HOLDINGS, LLC KBRA HOLDINGS, LLC 401(K) PROFIT SHARING PLAN TRUST | NEW YORK NY | 511 | $76.6M | $79K |
| 8 | ENGINEERING TECHNOLOGY ASSOCIATES, INC. ENGINEERING TECHNOLOGY ASSOCIATES, INC. PROFIT SHARING PLAN | TROY MI | 99 | $7.5M | $24K |
| 9 | SIGHTLINE COMMERCIAL SOLUTIONS, LLC SIGHTLINE COMMERCIAL SOLUTIONS 401(K) PLAN | MINNEAPOLIS MN | 127 | $11.3M | $18K |
