Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JP Morgan JPMorgan US Value Fund;R6 in their Schedule of Assets, totaling $8.5M 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 | TEAMWORK SERVICES, INC. TEAMWORK SERVICES 401(K) & PROFIT SHARING PLAN | BRUNSWICK GA | 1,521 | $53.9M | $4.9M |
| 2 | ALUDYNE INC ALUDYNE INC. 401(K) PLAN | SOUTHFIELD MI | 2,108 | $99.4M | $2.6M |
| 3 | MARTIN EQUIPMENT OF ILLINOIS, INC. MARTIN EQUIPMENT 401(K) AND PROFIT SHARING PLAN |
GOODFIELD IL |
| 145 |
| $21.0M |
| $541K |
| 4 | BEAVER MANUFACTURING COMPANY BEAVER MANUFACTURING 401(K) PLAN | MANSFIELD GA | 128 | $7.6M | $276K |
| 5 | VASINDAS AROUND THE CLOCK GOLDEN STATE RETIREMENT PLAN MEP BY VASINDAS AROUND THE CLOCK | BAKERSFIELD CA | 118 | $5.2M | $136K |
| 6 | GOLDEN STATE RETIREMENT PLAN MEP BOARD OF DIRECTORS GOLDEN STATE RETIREMENT PLAN MEP BY VASINDAS AROUND THE CLOCK | WHITE PLAINS NY | 112 | $4.5M | $83K |