Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan JPMorgan U.S. Value Fund Class R6 in their Schedule of Assets, totaling $8.2M 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 | CURT G. JOA, INC. CURT G. JOA, INC. EMPLOYEES TRUST FUND | SHEBOYGAN FALLS WI | 266 | $83.3M | $4.3M |
| 2 | COMPUTER GENERATED SOLUTIONS, INC. COMPUTER GENERATED SOLUTIONS, INC. 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 419 | $44.9M | $2.6M |
| 3 | IMAGING HEALTHCARE SPECIALISTS, LLC |
SAN DIEGO CA |
| 529 |
| $26.3M |
| $761K |
| 4 | INTRA CORPORATION INTRA CORPORATION 401(K) SAVINGS PLAN | WESTLAND MI | 179 | $18.6M | $346K |
| 5 | HATTERAS PRESS, INC. HATTERAS PRESS, INC. 401(K) RETIREMENT PLAN & TRUST | TINTON FALLS NJ | 256 | $11.7M | $133K |
