Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan JP Morgan US Value Fund in their Schedule of Assets, totaling $4.0M 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 | CENTRAL BANCSHARES, INC. CENTRAL BANCSHARES, INC. 401(K) PLAN | MUSCATINE IA | 283 | $45.1M | $1.6M |
| 2 | HINKLE LAW FIRM LLC HINKLE LAW FIRM LLC 401(K) EMPLOYEE BENEFIT PLAN | WICHITA KS | 122 | $40.8M | $903K |
| 3 | RICARDO LLC RICARDO LLC 401(K) RETIREMENT PLAN |
VAN BUREN TOWNSHIP MI |
| 333 |
| $77.6M |
| $683K |
| 4 | HARTMANN USA, INC. HARTMANN USA, INC. 401(K) RETIREMENT PLAN | ROCK HILL SC | 104 | $14.0M | $484K |
| 5 | BOOTS RETAIL USA, INC. BOOTS RETAIL USA, INC. 401(K) PLAN | CHICAGO IL | 56 | $10.8M | $341K |
