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 Mutual fund in their Schedule of Assets, totaling $4.2M 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 | RXBENEFITS, INC. RXBENEFITS, INC. RETIREMENT SAVINGS PLAN | BIRMINGHAM AL | 1,105 | $61.0M | $1.2M |
| 2 | CYDECOR, INC. CYDECOR, INC. 401(K) PLAN | ARLINGTON VA | 550 | $101.1M | $1.1M |
| 3 | HALL AMBULANCE SERVICE INC. HALL AMBULANCE SERVICE INC. |
| 327 |
| $15.0M |
| $763K |
| 4 | ELWOOD STAFFING SERVICES, INC. ELWOOD STAFFING SERVICES, INC. 401(K) RETIREMENT PLAN | COLUMBUS IN | 13,000 | $35.0M | $650K |
| 5 | CONNELLY PARTNERS, LLC CP 401(K) PLAN | BOSTON MA | 83 | $20.4M | $498K |
| 6 | CT JUNIOR REPUBLIC ASSOCIATION INC. CONNECTICUT JUNIOR REPUBLIC ASSOCIATION, INC. DEFERRED COMPENSATION THRIFT PLAN | LITCHFIELD CT | 160 | $22.5M | $57K |
