Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan U.S. Value R6 Mutual Funds in their Schedule of Assets, totaling $1.5M 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 | SHEPHERD INSURANCE, LLC SHEPHERD INSURANCE, LLC 401(K) PLAN | CARMEL IN | 532 | $55.7M | $1.2M |
| 2 | CLOUD SPORTS DATA LLC SPORTRADAR US LLC RETIREMENT PLAN | MINNEAPOLIS MN | 621 | $28.9M | $288K |
| 3 | ISSUES MANAGEMENT, INC ISSUES MANAGEMENT, INC. 401K PLAN |
SIOUX FALLS SD |
| 509 |
| $5.9M |
| $39K |
