Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan US Value Fund R6 " in their Schedule of Assets, totaling $5.4M 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 | BUSINESSOLVER.COM, INC. BUSINESSOLVER 401-K PLAN | WEST DES MOINES IA | 1,416 | $95.8M | $4.5M |
| 2 | BOSTON IVF, LLC BOSTON IVF 401(K) PLAN | WALTHAM MA | 665 | $44.5M | $668K |
| 3 | TANGO MANAGEMENT CONSULTING, LLC TANGO 401(K) PLAN | COPPELL |
| 234 |
| $30.7M |
| $224K |
