Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding JP Morgan Jpmorgan U.S. Value R6 in their Schedule of Assets, totaling $923K 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 | OPTIMUM HEALTHCARE IT, LLC OPTIMUM HIT LLC 401K PROFIT SHARING PLAN & TRUST | JACKSONVILLE BEACH FL | 476 | $14.5M | $332K |
| 2 | POINTS OF LIGHT FOUNDATION POINTS OF LIGHT FOUNDATION 403(B) RETIREMENT PLAN | ATLANTA GA | 66 | $14.8M | $264K |
| 3 | CHOCOLATE DELIVERY SYSTEMS, INC. |
BUFFALO NY |
| 105 |
| $3.2M |
| $134K |
| 4 | PAY AND SAVE INC PAY AND SAVE INC 401K PLAN | LITTLEFIELD TX | 2,718 | $63.8M | $86K |
| 5 | KATAPULT GROUP, INC. KATAPULT GROUP, INC 401(K) RETIREMENT PLAN | PLANO TX | 90 | $6.9M | $36K |
| 6 | MARINA PDR OPERATIONS, LLC SAFE HARBOR MARINAS PUERTO RICO RETIREMENT PLAN | DALLAS TX | 129 | $565K | $26K |
| 7 | BRAINLABS USA, LLC BRAINLABS US HOLDCO, INC. 401(K) PLAN | BLOOMINGTON IN | 221 | $9.2M | $23K |
| 8 | CALEDONIA FARMERS ELEVATOR COMPANY CALEDONIA FARMERS ELEVATOR COMPANY PROFIT SHARING 401(K) PLAN & TRUST | CALEDONIA MI | 116 | $10.9M | $11K |
| 9 | CARDIOLOGY CENTER OF AMARILLO, LLP CARDIOLOGY CENTER OF AMARILLO, LLP 401(K) PLAN | AMARILLO TX | 111 | $24.9M | $7K |
| 10 | CODEFIED INC. HOUSECALL PRO 401(K) PLAN | DENVER CO | 782 | $17.4M | $5K |
