Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan JPMorgan US Value I in their Schedule of Assets, totaling $202K 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 | TRUSTEES OF THE AGC OF AMERICA SD CHAPTER INC - HEALTH & WELFARE ASSOCIATED GENERAL CONTRACTORS OF AMERICA SAN DIEGO CHAPTER INC HEALTH & WELFARE TRUST FUND | SAN DIEGO CA | 1,560 | $5.7M | $155K |
| 2 | BENEFITS PLUS TRUST FUND WELFARE BENEFIT PLAN BENEFITS PLUS TRUST FUND WELFARE BENEFIT PLAN | SAN DIEGO CA | 589 | $5.1M | $47K |
