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 R6 Mutual Fund - in their Schedule of Assets, totaling $663K 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 | EMERUS HOLDINGS, INC. EMERUS RETIREMENT SAVINGS PLAN | THE WOODLANDS TX | 2,143 | $74.5M | $663K |
