Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMorgan U.S. Value Fund; Class R6 Mutual Fund in their Schedule of Assets, totaling $2.3M 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 | CURINOS, INC. CURINOS, INC. 401(K) PLAN | NEW YORK NY | 386 | $73.2M | $1.2M |
| 2 | TREX COMPANY, INC. TREX COMPANY, INC. 401(K) PROFIT SHARING PLAN | WINCHESTER VA | 1,822 | $184.1M | $499K |
| 3 | CENTRAL COAST HOME HEALTH, INC. CENTRAL COAST HOME HEALTH RETIREMENT PLAN |
SAN LUIS OBISPO CA |
| 409 |
| $21.5M |
| $201K |
| 4 | MONDAY.COM INC. MONDAY.COM INC. 401(K) RETIREMENT PLAN AND TRUST | NEW YORK NY | 591 | $31.1M | $136K |
| 5 | CATALYST PHARMACEUTICALS, INC. CATALYST PHARMACEUTICALS INC. 401(K) PLAN | CORAL GABLES FL | 182 | $16.3M | $118K |
| 6 | BRT EXTRUSIONS, INC. BRT EXTRUSIONS, INC. 401(K) PLAN | NILES OH | 382 | $5.2M | $46K |
| 7 | SIGHTGLASS MGMT, INC. KIVA BRANDS RETIREMENT PLAN | ALAMEDA CA | 364 | $4.5M | $27K |
