Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPM US Value R6 Mutual fund in their Schedule of Assets, totaling $12.4M 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 | RADIANCE TECHNOLOGIES RADIANCE TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 2,432 | $170.2M | $4.2M |
| 2 | ICW GROUP HOLDINGS, INC. ICW GROUP HOLDINGS, INC. SALARY SAVINGS PLAN | SAN DIEGO CA | 1,172 | $143.4M | $2.5M |
| 3 | NATIONAL DENTEX, LLC NATIONAL DENTEX CORPORATION PLAN |
PALM BEACH GARDENS FL |
| 1,892 |
| $133.3M |
| $2.4M |
| 4 | MONTEREY BAY AQUARIUM RESEARCH INSTITUTE MONTEREY BAY AQUARIUM RESEARCH INSTITUTE 403(B) PLAN | MOSS LANDING CA | 272 | $126.6M | $2.1M |
| 5 | TEXAS PETROLEUM INVESTMENT COMPANY TEXAS PETROLEUM INVESTMENT COMPANY 401(K) PLAN | HOUSTON TX | 100 | $33.4M | $804K |
| 6 | LCG, INC. LCG, INC. 401(K) RETIREMENT PLAN | ROCKVILLE MD | 293 | $21.3M | $274K |
| 7 | OMEDA HOLDINGS, LLC OMEDA 401(K) SAVINGS PLAN | LINCOLNSHIRE IL | 159 | $15.5M | $133K |
