Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMorgan US Value R6 Mutual fund in their Schedule of Assets, totaling $12.3M 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 | SOUTHERN VETERINARY PARTNERS, LLC SOUTHERN VETERINARY PARTNERS, LLC 401(K) PLAN | BIRMINGHAM AL | 10,271 | $183.0M | $3.9M |
| 2 | MICRO ELECTRONICS, INC. MICRO ELECTRONICS, INC. 401(K) SAVINGS PLAN | HILLIARD OH | 2,774 | $36.7M | $3.8M |
| 3 | UNAKA COMPANY, INC UNAKA COMPANY 401(K) PROFIT SHARING PLAN |
GREENEVILLE TN |
| 722 |
| $39.5M |
| $1.7M |
| 4 | GREEN CIRCLE GROWERS, INC. GREEN CIRCLE GROWERS, INC 401(K) RETIREMENT PLAN | OBERLIN OH | 757 | $37.1M | $1.6M |
| 5 | MICROBOARD PROCESSING, INC. MICROBOARD PROCESSING, INC. PROFIT SHARING PLAN | SEYMOUR CT | 149 | $8.6M | $534K |
| 6 | FORD AUDIO-VIDEO SYSTEMS, LLC FORD AUDIO-VIDEO SYSTEMS, LLC 401(K) RETIREMENT PLAN | OKLAHOMA CITY OK | 545 | $30.6M | $441K |
| 7 | HANCOCK PHYSICIAN NETWORK, LLC HANCOCK PHYSICIAN NETWORK 403(B) PLAN | GREENFIELD IN | 161 | $36.4M | $282K |
