Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan U.S. Value Fund Class R6 (i) in their Schedule of Assets, totaling $83K 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 | NEW DAY ADMIN, LLC NEW DAY ADMIN, LLC 401(K) PLAN | SPRINGFIELD MO | 2,855 | $8.0M | $83K |
