Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan U.S. Value " in their Schedule of Assets, totaling $2.5M 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 | HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN | DOWNERS GROVE IL | 82 | $25.8M | $2.2M |
| 2 | CYTEL INC. CYTEL INC. RETIREMENT PLAN | CAMBRIDGE MA | 518 | $75.0M | $331K |
