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 Mutual fund in their Schedule of Assets, totaling $137K 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 | PALMER SQUARE CAPITAL MANAGEMENT, LLC PALMER SQUARE CAPITAL MANAGEMENT 401(K) PLAN | MISSION WOODS KS | 207 | $10.7M | $103K |
| 2 | BRIGHTON CENTER, INC. BRIGHTON CENTER, INC. EMPLOYEE PENSION PLAN | NEWPORT KY | 156 | $7.5M | $34K |
