Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JP Morgan U.S. Value R6 Mutual fund in their Schedule of Assets, totaling $5.1M 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 | PRYOR CASHMAN LLP PRYOR CASHMAN LLP RETIREMENT PLAN | NEW YORK NY | 248 | $160.6M | $4.0M |
| 2 | PRYOR CASHMAN LLP PRYOR CASHMAN LLP 401(K) PLAN B | NEW YORK NY | 113 | $16.8M | $332K |
| 3 | THE CLEVELAND SOCIETY FOR THE BLIND CLEVELAND SOCIETY FOR THE BLIND 401(K) RETIREMENT PLAN |
CLEVELAND OH |
| 157 |
| $10.8M |
| $220K |
| 4 | THE WENGER GROUP, INC. THE WENGER GROUP PROFIT SHARING PLAN | LANCASTER PA | 915 | $68.0M | $136K |
| 5 | VALLEY PROFESSIONALS COMMUNITY HEALTH CENTER, INC. VPCHC 403B PLAN | CLINTON IN | 274 | $10.5M | $129K |
| 6 | DALENE HARDWOOD FLOORING CO., INC. DALENE HARDWOOD FLOORING CO., INC. EMPLOYEES' 401(K) PS PLAN | SOUTH WINDSOR CT | 83 | $10.2M | $124K |
| 7 | WESLEY COMMUNITY SERVICES ORGANIZATION 403(B) THRIFT PLAN OF WESLEY COMMUNITY SERVICES ORGANIZATION | CINCINNATI OH | 143 | $2.5M | $104K |
