Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan US Value Fund R6 in their Schedule of Assets, totaling $13.4M 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 | TRUSTEES OF ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN | ST. PAUL MN | 1,408 | $204.0M | $10.7M |
| 2 | DUNHAM ASSOCIATES, INC. DUNHAM ASSOCIATES, INC. 401(K) PLAN | MINNEAPOLIS MN | 141 | $47.8M | $2.2M |
| 3 | AMERICAN HEALTH COMPANIES LLC |
PARSONS TN |
| 3,462 |
| $55.2M |
| $276K |
| 4 | EVANSVILLE CHRISTIAN SCHOOL, INC. EVANSVILLE CHRISTIAN SCHOOL RETIREMENT PLAN | NEWBURGH IN | 168 | $4.2M | $194K |
