Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan U.S. Value R6 Mutual Funds (1) in their Schedule of Assets, totaling $931K 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 | SERVICE FIRST INSURANCE GROUP, LLC INSURE HOMES PARENT, LLC 401(K) PLAN | JACKSONVILLE FL | 271 | $30.2M | $931K |
