Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan US Large Cap Core Plus R5 622,338.2 shares in their Schedule of Assets, totaling $15.6M 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 | SWIFT - SOCIETY FOR WORLDWIDE INTERBANK FINANCIAL TELECOMMUNICATION, I SWIFT 401(K) SAVINGS PLAN | CULPEPER VA | 724 | $290.7M | $15.6M |
