Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan U.S. Value Fund ^ in their Schedule of Assets, totaling $1.6M 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 | J&L BUILDING MATERIALS INC. J&L BUILDING MATERIALS INC. 401(K) PROFIT SHARING PLAN | FRAZER PA | 149 | $25.6M | $722K |
| 2 | HEALTHSTREAM, INC. HEALTHSTREAM, INC. 401(K) PLAN | NASHVILLE TN | 1,081 | $99.0M | $425K |
| 3 | FREEMAN WEBB COMPANY, REALTORS FREEMAN WEBB COMPANY, REALTORS 401(K) SALARY REDUCTION PLAN |
NASHVILLE TN |
| 610 |
| $22.3M |
| $410K |
