Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan JPMorgan U.S. Value Fund in their Schedule of Assets, totaling $3.6M 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 | ENGLAND, THIMS & MILLER, INC. ENGLAND, THIMS & MILLER, INC. 401(K) PLAN | JACKSONVILLE FL | 334 | $55.5M | $2.7M |
| 2 | THE SCHNEIDER CORPORATION THE SCHNEIDER CORPORATION 401(K) PROFIT SHARING PLAN | INDIANAPOLIS IN | 88 | $13.8M | $477K |
| 3 | CARBIDE INDUSTRIES, LLC |
LOUISVILLE KY |
| 134 |
| $14.9M |
| $374K |
| 4 | NEW SUMMIT REHABILITATION AND HEALTH, LLC NEW SUMMIT REHABILITATION AND HEALTH, LLC 401(K) PLAN | ARLINGTON HEIGHTS IL | 89 | $1.3M | $34K |
