Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan US Value Fund Registered investment company in their Schedule of Assets, totaling $3.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | STRIDER CONSTRUCTION CO., INC. STRIDER CONSTRUCTION CO., INC. RETIREMENT PLAN | BELLINGHAM WA | 98 | $18.9M | $3.2M |
| 2 | FARNHAM, INC. SECTION 403(B) RETIREMENT PLAN FOR FARNHAM, INC. | OSWEGO NY | 113 | $4.6M | $190K |
