Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan US Value in their Schedule of Assets, totaling $883K 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 | SEALAND CONTRACTORS CORP. SEALAND CONTRACTORS CORP. 401(K) SAVINGS PLAN | RUSH NY | 104 | $9.1M | $474K |
| 2 | OMEGA MOULDING CO LTD OMEGA MOULDING CO LTD 401(K) PROFIT SHARING PLAN & TRUST | BELLPORT NY | 195 | $3.4M | $149K |
| 3 | UNITED TN HOLDINGS, INC. UNITED TN HOLDINGS, INC. 401(K) PLAN |
COLLIERVILLE TN |
| 379 |
| $8.4M |
| $118K |
| 4 | JONES-HAMILTON CO. JONES-HAMILTON CO. 401(K) PLAN | MAUMEE OH | 126 | $7.3M | $102K |
| 5 | FLOE INTERNATIONAL, INC. FLOE INTERNATIONAL, INC. 401(K) PLAN | MCGREGOR MN | 129 | $5.1M | $39K |
