Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JPMorgan U.S. Value Fund; Class R6 Registered Investment Company in their Schedule of Assets, totaling $11.3M 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 | HILCO TRADING, LLC HILCO TRADING, LLC 401(K) PROFIT SHARING PLAN & TRUST | NORTHBROOK IL | 1,608 | $114.4M | $5.5M |
| 2 | HARTER SECREST & EMERY LLP HARTER SECREST & EMERY SAVINGS AND PROFIT-SHARING PLAN | ROCHESTER NY | 213 | $159.6M | $3.1M |
| 3 | ARROWHEAD PHARMACEUTICALS, INC. |
PASADENA CA |
| 611 |
| $60.3M |
| $1.4M |
| 4 | CONTROL RISKS GROUP, LLC CONTROL RISKS GROUP, LLC PROFIT SHARING PLAN | WASHINGTON DC | 342 | $42.2M | $1.2M |
| 5 | AMPERITY, INC. AMPERITY 401(K) PLAN | SEATTLE WA | 241 | $26.4M | $153K |
| 6 | J.H.O.C. DBA PREMIER TRANSPORTATION PREMIER TRANSPORTATION EMPLOYEE RETIREMENT SAVINGS 401(K) PLAN | FOREST PARK GA | 654 | $11.8M | $69K |
