Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan US Val Fd R6 Registered Investment Company in their Schedule of Assets, totaling $5.9M 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 | VALTIR, LLC VALTIR 401(K) PLAN | ADDISON TX | 638 | $68.2M | $3.0M |
| 2 | ENGLAND, THIMS & MILLER, INC. ENGLAND, THIMS & MILLER, INC. 401(K) PLAN | JACKSONVILLE FL | 334 | $55.5M | $2.7M |
| 3 | LEARNING GROVE, INC. 403(B) THRIFT PLAN OF LEARNING GROVE, INC |
COVINGTON KY |
| 294 |
| $10.4M |
| $185K |
| 4 | THE CRAIG AND FRANCES LINDNER CENTER OF HOPE LINDNER CENTER OF HOPE 401(K) PLAN | MASON OH | 291 | $9.7M | $35K |
