Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan JPMorgan U.S. Value Fund Class R6 in their Schedule of Assets, totaling $3.0M 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 | BOARD OF TRUSTEES IUOE LOCAL 399 DEFERRED COMPENSATION SAVINGS PLAN IUOE LOCAL 399 PARTICIPATING EMPLOYERS DEFERRED COMPENSATION EMPLOYEE SAVINGS PLAN | CHICAGO IL | 7,078 | $345.8M | $2.1M |
| 2 | TRADELINK LLC TRADELINK LLC 401(K) PROFIT SHARING PLAN | CHICAGO IL | 86 | $32.5M | $782K |
| 3 | HARBOR GROUP INCORPORATED |
MUSKEGON MI |
| 225 |
| $31.9M |
| $148K |
