Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan US Value Class R6 in their Schedule of Assets, totaling $5.5M 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 | CARLETON COLLEGE CARLETON COLLEGE DEFINED CONTRIBUTION PLAN | NORTHFIELD MN | 930 | $396.7M | $5.1M |
| 2 | PALO ALTO UNIVERSITY, INC PALO ALTO UNIVERSITY, INC. COMBINED 403(B) PLAN | PALO ALTO CA | 222 | $30.2M | $445K |
