Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPM MCVALU in their Schedule of Assets, totaling $162K 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 | APPLIED CONCEPTS, INC. APPLIED CONCEPTS, INC. 401(K) RETIREMENT PLAN | RICHARDSON TX | 206 | $13.4M | $141K |
| 2 | INLAND CONSTRUCTION & DEVELOPMENT CO. INLAND CONSTRUCTION COMPANY RETIREMENT SAVINGS PLAN | SPOKANE WA | 87 | $17.2M | $22K |
