Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPM US Value R6 Registered Investment Company in their Schedule of Assets, totaling $7.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RENT GROUP INC. RENT GROUP INC., THRIFT & RETIREMENT PLAN | ATLANTA GA | 645 | $92.7M | $2.7M |
| 2 | SKY LAKES MEDICAL CENTER, INC. SKY LAKES MEDICAL CENTER 401(K) | KLAMATH FALLS OR | 1,729 | $164.7M | $2.5M |
| 3 | BDT CAPITAL PARTNERS, LLC BDT & MSD PARTNERS RETIREMENT SAVINGS PLAN |
CHICAGO IL |
| 446 |
| $168.7M |
| $992K |
| 4 | NEW ENGLAND FINISH SYSTEMS, LLC NEW ENGLAND FINISH SYSTEMS, LLC PROFIT SHARING & 401(K) PLAN | SALEM NH | 177 | $30.3M | $978K |
| 5 | ENGINEERING SPECIALISTS, INC. ENGINEERING SPECIALISTS, INC. 401(K) SAVINGS PLAN | BROOKFIELD WI | 126 | $16.5M | $535K |
| 6 | KLIK TECHNOLOGIES, CORP. CHECKALT 401(K) PLAN | VALLEY COTTAGE NY | 206 | $8.8M | $153K |
| 7 | PROSCIENTO, INC. PROSCIENTO, INC. 401(K) PLAN | CHULA VISTA CA | 250 | $13.8M | $51K |
| 8 | ONLINE RADIOLOGY MEDICAL GROUP, INC. ONRAD, INC. 401(K) PLAN | RIVERSIDE CA | 181 | $14.8M | $31K |
