Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan U.S. Value Fund-R6 Mutual Fund in their Schedule of Assets, totaling $17.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION UNIVERSITY OF MARYLAND MEDICAL SYSTEM 403(B) RETIREMENT SAVINGS PLAN | BALTIMORE MD | 24,397 | $730.5M | $16.7M |
| 2 | CHERRY TREE DENTAL LLC CHERRY TREE DENTAL LLC 401(K) PROFIT SHARING PLAN & TRUST | MADISON WI | 300 | $10.4M | $313K |
