Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Jpmorgan U.s. Value R6 Mutual Fund in their Schedule of Assets, totaling $7.8M 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 | WILLIAM RAVEIS REAL ESTATE, INC. WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT | SHELTON CT | 392 | $34.8M | $2.1M |
| 2 | DYMAX CORPORATION DYMAX CORPORATION 401(K) PLAN | TORRINGTON CT | 284 | $27.3M | $2.0M |
| 3 | ACCESS CIG ACCESS CIG, LLC 401(K) PROFIT SHARING PLAN |
PEABODY MA |
| 1,307 |
| $66.6M |
| $776K |
| 4 | ROCKY MOUNTAIN NATURAL MEATS LLC ROCKY MOUNTAIN NATURAL MEATS LLC 401(K) PROFIT SHARING PLAN AND TRUST | HENDERSON CO | 214 | $8.9M | $625K |
| 5 | THOMPSON, VENTULETT, STAINBACK & ASSOCIATES, INC. TVS 401(K) RETIREMENT PLAN | ATLANTA GA | 135 | $21.2M | $556K |
| 6 | POINT BROADBAND FIBER HOLDING LLC POINT BROADBAND 401(K) PLAN | OPELIKA AL | 400 | $9.1M | $544K |
| 7 | THERABODY, INC. THERABODY, INC. 401(K) PLAN | LOS ANGELES CA | 259 | $5.3M | $414K |
| 8 | ALERT MEDIA, INC. ALERT MEDIA, INC. 401(K) PLAN | AUSTIN TX | 365 | $19.6M | $291K |
| 9 | BARRY'S BOOTCAMP HOLDINGS, LLC BARRY'S BOOTCAMP HOLDINGS, LLC 401(K) PLAN | MIAMI FL | 946 | $6.6M | $196K |
| 10 | EAGLE SPECIALTY MATERIALS LLC EAGLE SPECIALTY MATERIALS LLC 401(K) PLAN | LEXINGTON KY | 627 | $26.2M | $114K |
