Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding JP Morgan US Value R6 Fund in their Schedule of Assets, totaling $5.8M 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 | ROBERT R MCCORMICK FOUNDATION ROBERT R. MCCORMICK FOUNDATIONS 403(B) PLAN | CHICAGO IL | 120 | $24.1M | $1.2M |
| 2 | PEOPLES FIRST PROPERTIES, INC. PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN | PANAMA CITY FL | 884 | $21.1M | $955K |
| 3 | BANK FIVE NINE BANK FIVE NINE 401(K) PLAN |
OCONOMOWOC WI |
| 331 |
| $36.0M |
| $583K |
| 4 | LIMONEIRA COMPANY LIMONEIRA 401(K) PLAN | SANTA PAULA CA | 238 | $26.4M | $498K |
| 5 | QHR HEALTH, LLC DBA OVATION HEALTHCARE OVATION HEALTHCARE RETIREMENT SAVINGS PLAN | BRENTWOOD TN | 1,121 | $37.2M | $490K |
| 6 | COMMUNITY HEALTH SYSTEMS, INC. COMMUNITY HEALTH SYSTEMS, INC. 401(K) PLAN | BECKLEY WV | 375 | $43.7M | $441K |
| 7 | INTERAUDI BANK INTERAUDI BANK 401(K) SAVINGS/ RETIREMENT PLAN | NEW YORK NY | 144 | $29.2M | $323K |
| 8 | EBA ENGINEERING, INC. EBA ENGINEERING, INC. 401(K) PLAN | LAUREL MD | 143 | $12.6M | $276K |
| 9 | PLANNED PARENTHOOD NORTH CENTRAL STATES 403(B) THRIFT PLAN FOR EMPLOYEES OF PLANNED PARENTHOOD NORTH CENTRAL STATES | SAINT PAUL MN | 592 | $29.2M | $270K |
| 10 | OWN, INC. OWN, INC. 401(K) & EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | SPRINGFIELD MO | 208 | $24.0M | $242K |
