Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan US Value - Class R6 Mutual Fund in their Schedule of Assets, totaling $6.3M 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 | SOUTHWEST LOUISIANA HOSPITAL ASSOCIATION LAKE CHARLES MEMORIAL HEALTH SYSTEM 403(B) PLAN | LAKE CHARLES LA | 2,772 | $109.9M | $3.4M |
| 2 | SOUTHWEST LOUISIANA HOSPITAL ASSOCIATION LAKE CHARLES MEMORIAL HEALTH SYSTEM RETIREMENT PLAN | LAKE CHARLES LA | 2,109 | $51.7M | $2.9M |
| 3 | UASPIRE, INC. |
BOSTON MA |
| 71 |
| $5.2M |
| $3K |
