Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMorgan U.S. Value R6 Registered investment company - in their Schedule of Assets, totaling $3.1M 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 | HIGGS, FLETCHER & MACK, LLP HIGGS, FLETCHER & MACK 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 146 | $52.5M | $1.4M |
| 2 | BRIGHT WOOD CORPORATION BRIGHT WOOD 401(K) SAVINGS AND PROFIT SHARING PLAN | MADRAS OR | 998 | $44.5M | $833K |
| 3 | BIONTECH US INC. BIONTECH US 401(K) PLAN |
CAMBRIDGE MA |
| 802 |
| $71.6M |
| $502K |
| 4 | THE EXPERT INSTITUTE THE EXPERT INSTITUTE RETIREMENT TRUST | NEW YORK NY | 175 | $10.7M | $202K |
| 5 | PHILADELPHIA CRICKET CLUB PHILADELPHIA CRICKET CLUB 401(K) PLAN | PHILADELPHIA PA | 208 | $7.2M | $116K |
| 6 | MS TC LLC MS TC LLC 401(K) PROFIT SHARING PLAN AND TRUST | RIDGELAND MS | 213 | $3.5M | $57K |
| 7 | TRUVIAN SCIENCES, INC. TRUVIAN 401(K) PLAN | SAN DIEGO CA | 100 | $5.1M | $16K |
