Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding JPMorgan U.S. Value R6 " in their Schedule of Assets, totaling $5.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | STERLING SEACREST PRITCHARD, INC. STERLING SEACREST PRITCHARD, INC. RETIREMENT PLAN | ATLANTA GA | 352 | $63.5M | $2.2M |
| 2 | SURGICOR, LLC SURGICOR 401(K) SAVINGS AND RETIREMENT PLAN | FRANKLIN TN | 211 | $26.7M | $904K |
| 3 | BOARD OF TRUSTEES OF PLUMBERS & STEAMFITTERS LOCAL 373 U.A. ANNUITY FU |
MOUNTAINVILLE NY |
| 581 |
| $47.8M |
| $764K |
| 4 | RICHELIEU FOODS, INC. RICHELIEU FOODS, INC. RETIREMENT SAVINGS PLAN | WHEELING IL | 545 | $21.7M | $533K |
| 5 | BACARELLA TRANSPORTATION SERVICES BACARELLA TRANSPORTATION SERVICES 401(K) PROFIT SHARING PLAN | SHELTON CT | 168 | $14.2M | $283K |
| 6 | SERV BEHAVIORAL HEALTH SYSTEM, INC. SERV BEHAVIORAL HEALTH SYSTEM 401(K) RETIREMENT PLAN | HAMILTON NJ | 636 | $25.3M | $248K |
| 7 | INSIGHTEC INC INSIGHTEC INC 401(K) PROFIT SHARING PLAN & TRUST | DALLAS TX | 141 | $12.3M | $146K |
| 8 | FIRSTBANK FIRSTBANK 401(K) PLAN | ANTLERS OK | 162 | $8.6M | $48K |
| 9 | AMERICAN QUARTER HORSE ASSOCIATION AMERICAN QUARTER HORSE ASSOCIATION 401(K) PLAN | AMARILLO TX | 214 | $17.0M | $30K |
| 10 | AUTO, LLLP DBA AUTOINC AUTOINC 401(K) PLAN | AMARILLO TX | 500 | $23.5M | $28K |
