Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan U.S. Value Fund in their Schedule of Assets, totaling $2.4M 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 | PENTEGRA SERVICES, INC THE GRATITUDE PEP | WHITE PLAINS NY | 525 | $35.6M | $2.0M |
| 2 | JOHNSTONE MOYER, INC. JOHNSTONE MOYER, INC. 401(K) PLAN | SAN CARLOS CA | 95 | $14.3M | $441K |
| 3 | NZXT, INC. NZXT 401(K) PLAN | MONROVIA CA |
| 100 |
| $7.5M |
| $10K |
