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 Mutual fund - in their Schedule of Assets, totaling $7.6M 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 | RATIO STATES, LLC RATIO STATES, LLC 401(K) PLAN | INDIANAPOLIS IN | 215 | $34.5M | $2.3M |
| 2 | PRICE INDUSTRIES, INC. PRICE INDUSTRIES, INC. 401(K) PLAN | SUWANEE GA | 1,745 | $43.4M | $1.6M |
| 3 | MOMENTUM PLATFORM, LLC MOMENTUM 401(K) PLAN |
| 1,106 |
| $98.3M |
| $1.6M |
| 4 | MAXOR NATIONAL PHARMACY SERVICES COMPANY MAXOR NATIONAL PHARMACY SERVICES COMPANY 401(K) PLAN | AMARILLO TX | 1,178 | $116.7M | $902K |
| 5 | HAC, INC. HAC, INC. 401(K) PLAN | OKLAHOMA CITY OK | 2,246 | $28.0M | $436K |
| 6 | EMPIRE STATE REALTY OP, L.P. EMPIRE STATE REALTY TRUST 401(K) PLAN | NEW YORK NY | 235 | $41.6M | $401K |
| 7 | ZOOLOGICAL SOCIETY OF CINCINNATI ZOOLOGICAL SOCIETY OF CINCINNATI 401(K) RETIREMENT PLAN | CINCINNATI OH | 742 | $22.4M | $399K |
| 8 | BOARD OF TRUSTEES OF LABOR ALLIANCE SAVINGS TRUST FUND LABOR ALLIANCE SAVINGS TRUST FUND | PLEASANTON CA | 285 | $10.3M | $9K |
