Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Jh Discpl Value R6 in their Schedule of Assets, totaling $122.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EMORY UNIVERSITY DIVISION OF HUMAN RESOURCES EMORY UNIVERSITY RETIREMENT PLAN | ATLANTA GA | 21,409 | $5.5B | $60.1M |
| 2 | EMORY HEALTHCARE, INC. EMORY HEALTHCARE, INC. RETIREMENT SAVINGS AND MATCHING PLAN | ATLANTA GA | 35,518 | $2.8B | $27.5M |
| 3 | THE EMORY CLINIC, INC. |
ATLANTA GA |
| 2,350 |
| $1.0B |
| $16.0M |
| 4 | MATSON, INC. MATSON, INC. MASTER TRUST | WALNUT CREEK CA | — | $392.5M | $14.2M |
| 5 | LBB SPECIALTIES HOLDINGS LLC LBB SPECIALTIES 401(K) PLAN | NORWALK CT | 196 | $47.5M | $3.3M |
| 6 | CIVIL SERVICE EMPLOYEES ASSOCIATION, INC. CIVIL SERVICE EMPLOYEES ASSOCIATION EMPLOYEES' SALARY SAVINGS PLAN | ALBANY NY | 411 | $28.5M | $875K |
| 7 | XOMETRY, INC. XOMETRY, INC. 401(K) PLAN | NORTH BETHESDA MD | 824 | $81.3M | $639K |
