Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan JPMorgan US Value Fund in their Schedule of Assets, totaling $1.1M 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 | BODY SHOP BIDS D/B/A SNAPSHEET SNAPSHEET, INC. ANCILLARY PLAN | CHICAGO IL | 529 | $24.2M | $422K |
| 2 | JRC INTEGRATED SYSTEMS, LLC JRC 401(K) PLAN | WASHINGTON DC | 175 | $30.0M | $319K |
| 3 | AOA MANAGEMENT COMPANY LIMITED PARTNERSHIP AOA MANAGEMENT CO. 401(K) PLAN |
ROSWELL GA |
| 313 |
| $34.1M |
| $288K |
| 4 | PERFECT AIR HOLDCO LLC P1 SERVICE GROUP 401(K) PLAN | TUALATIN OR | 186 | $9.3M | $26K |
