Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding JPMorgan US Value R6 in their Schedule of Assets, totaling $61.2M 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 | REINHART BOERNER VAN DEUREN, S.C. REINHART BOERNER VAN DEUREN, S.C. 401(K) PROFIT SHARING PLAN | MILWAUKEE WI | 349 | $308.4M | $33.8M |
| 2 | AMSPEC, LLC AMSPEC, LLC RETIREMENT SAVINGS PLAN | CRANBURY NJ | 1,960 | $104.1M | $3.7M |
| 3 | VENTURE GLOBAL LNG, INC VENTURE GLOBAL LNG 401(K) PLAN | ARLINGTON VA | 1,385 | $109.7M | $2.8M |
| 4 | ORTHOUNITED, INC. ORTHOUNITED, INC. 401K PROFIT SHARING PLAN | NORTH CANTON OH | 241 | $33.6M | $2.1M |
| 5 | ABBOTT LABORATORIES EES C/U ALEC 401(K) RETIREMENT PLAN | GURNEE IL | 94 | $13.7M | $1.9M |
| 6 | THELEN, INC. THELEN INC. 401K PLAN | BAY CITY MI | 138 | $10.6M | $1.6M |
| 7 | MARKON, LLC MARKON, LLC 401(K) PLAN | FALLS CHURCH VA | 318 | $42.3M | $1.5M |
| 8 | AMERICAN KENDA RUBBER INDUSTRIAL CO., LTD. KENDA GROUP COMPANY 401(K) RETIREMENT PLAN | REYNOLDSBURG OH | 502 | $19.9M | $1.5M |
| 9 | K-1 PACKAGING GROUP K-1 PACKAGING GROUP 401(K) PROFIT SHARING PLAN | CITY OF INDUSTRY CA | 214 | $22.8M | $1.5M |
| 10 | MODIVCARE SOLUTIONS, LLC MODIVCARE SOLUTIONS, LLC RETIREMENT PLAN | DENVER CO | 3,926 | $86.8M | $946K |
