Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding JP Morgan US Value Fund - in their Schedule of Assets, totaling $17.7M 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 | SITEONE LANDSCAPE SUPPLY INC SITEONE SAVINGS AND INVESTMENT PLAN | ROSWELL GA | 7,374 | $519.1M | $7.9M |
| 2 | BIG LOTS, INC. BIG LOTS SAVINGS PLAN | COLUMBUS OH | 19,448 | $313.1M | $5.5M |
| 3 | ERMCO, INC. ERMCO, INC. 401(K) SAVINGS PLAN |
| 133 |
| $19.8M |
| $1.7M |
| 4 | ORTHOALLIANCE MSO, LLC ORTHOALLIANCE 401(K) PLAN | MINNETONKA MN | 2,440 | $233.4M | $1.1M |
| 5 | AC OCEAN WALK LLC OCEAN CASINO-RESORT 401(K) PLAN | ATLANTIC CITY NJ | 2,187 | $34.0M | $608K |
| 6 | PAAMCO PRISMA, LLC PAAMCO PRISMA 401K PLAN | NEWPORT BEACH CA | 39 | $35.7M | $261K |
| 7 | LEARNING GROVE, INC. 403(B) THRIFT PLAN OF LEARNING GROVE, INC | COVINGTON KY | 294 | $10.4M | $185K |
| 8 | ONAPSIS INC. ONAPSIS INC. 401K AND PROFIT SHARING PLAN | BOSTON MA | 92 | $8.4M | $167K |
| 9 | HILLTOP TRAILER SALES, INC. HILLTOP TRAILER SALES, INC. PROFIT SHARING PLAN | FRIDLEY MN | 120 | $4.8M | $89K |
| 10 | SIHO HOLDING, INC. SIHO 401(K) SAVINGS PLAN | COLUMBUS IN | 196 | $16.4M | $55K |
