Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan US Value Fund " in their Schedule of Assets, totaling $72.2M 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 | COMERICA INCORPORATED COMERICA INCORPORATED PREFERRED SAVINGS PLAN | DALLAS TX | 7,885 | $2.0B | $70.0M |
| 2 | WORKWAVE LLC WORKWAVE LLC 401(K) RETIREMENT PLAN | HOLMDEL NJ | 717 | $89.6M | $1.8M |
| 3 | WEISINGER INCORPORATED WEISINGER INCORPORATED 401(K) PROFIT SHARING PLAN |
WILLIS TX |
| 171 |
| $8.9M |
| $165K |
| 4 | RIVER TRADING COMPANY, LTD. LIBERTY HILL EQUITY PARTNERS 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 243 | $24.2M | $132K |
| 5 | ASSOCIATED STEEL GROUP, LLC ASSOCIATED STEEL GROUP, LLC 401(K) PLAN | OKLAHOMA CITY OK | 767 | $18.4M | $61K |
| 6 | MARTIN TRACTOR, INC. D/B/A MARTIN MARTIN RETIREMENT SAVINGS PLAN | GALESBURG IL | 295 | $15.8M | $30K |
| 7 | ABEL CINE TECH, INC. ABEL CINE TECH, INC. 401(K) RETIREMENT PLAN | BROOKLYN NY | 117 | $8.4M | $10K |
| 8 | MOLEKULE GROUP, INC. MOLEKULE GROUP 401(K) PLAN | PALM BEACH GARDENS FL | 78 | $7.2M | $7K |
