Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JPM US Value R6 in their Schedule of Assets, totaling $5.2M 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 | HEARTLAND HOME SERVICES, INC. HEARTLAND HOME SERVICES, INC. 401(K) PLAN | GRAND RAPIDS MI | 2,082 | $79.8M | $1.8M |
| 2 | ROBINSON MILLS & WILLIAMS ROBINSON MILLS & WILLIAMS PROFIT SHARING 401(K) PLAN | SAN FRANCISCO CA | 111 | $36.0M | $1.4M |
| 3 | WHITE ROCK OIL & GAS, LLC |
PLANO TX |
| 102 |
| $10.5M |
| $578K |
| 4 | BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP BERKOWITZ POLLACK BRANT ADVISORS & CPAS, LLP PROFIT SHARING PLAN | MIAMI FL | 381 | $56.9M | $401K |
| 5 | ACTIVE POWER, INC. ACTIVE POWER, INC. 401K PLAN | AUSTIN TX | 86 | $11.3M | $349K |
| 6 | U.S. FACILITIES, INC. U.S. FACILITIES, INC. 401(K) RETIREMENT PLAN | PHILADEPHIA PA | 623 | $29.9M | $220K |
| 7 | K2 INTELLIGENCE, LLC K2 INTEGRITY 401(K) PLAN | NEW YORK NY | 262 | $27.9M | $211K |
| 8 | WINPAK HEAT SEAL CORPORATION WINPAK HEAT SEAL CORPORATION GCC/IBT LOCAL 568-M EMPLOYEE SAVINGS PLAN | PEKIN IL | 188 | $14.7M | $166K |
| 9 | FORREST SOLUTIONS INC FORREST SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 1,311 | $8.6M | $12K |
