Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding J.P. Morgan Asset Management U.S. Value Fund R5 in their Schedule of Assets, totaling $524K 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 | RSM HOLDINGS, LLC RSM 401(K) PLAN | PARAMUS NJ | 289 | $7.4M | $524K |
