Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMorgan JPMorgan US Value Fund in their Schedule of Assets, totaling $2.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GCM MEDICAL AND OEM, INC. GCM 401(K) PLAN | UNION CITY CA | 270 | $13.7M | $1.0M |
| 2 | BODY SHOP BIDS D/B/A SNAPSHEET SNAPSHEET, INC. ANCILLARY PLAN | CHICAGO IL | 529 | $24.2M | $422K |
| 3 | JRC INTEGRATED SYSTEMS, LLC JRC 401(K) PLAN |
| 175 |
| $30.0M |
| $319K |
| 4 | AOA MANAGEMENT COMPANY LIMITED PARTNERSHIP AOA MANAGEMENT CO. 401(K) PLAN | ROSWELL GA | 313 | $34.1M | $288K |
| 5 | VERBAL BEGINNINGS LLC VERBAL BEGINNINGS LLC 401(K) PLAN | COLUMBIA MD | 536 | $5.6M | $50K |
| 6 | FORT BEND CHRISTIAN ACADEMY FORT BEND CHRISTIAN ACADEMY 403B PLAN | SUGAR LAND TX | 233 | $5.2M | $43K |
| 7 | PERFECT AIR HOLDCO LLC P1 SERVICE GROUP 401(K) PLAN | TUALATIN OR | 186 | $9.3M | $26K |
