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 Funds Mutual Funds in their Schedule of Assets, totaling $2.2M 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 | MERCHANTS AUTOMOTIVE GROUP, LLC MERCHANTS AUTOMOTIVE GROUP, LLC 401(K) PLAN | HOOKSETT NH | 567 | $65.9M | $2.2M |
