Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMORGAN US VALUE R3 in their Schedule of Assets, totaling $115K 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 | PROMESA, INC. PROMESA, INC. 401(K) PROFIT SHARING PLAN | BRONX NY | 423 | $23.6M | $66K |
| 2 | ACACIA NETWORK HOUSING, INC. ACACIA NETWORK HOUSING, INC. 401(K) PLAN | BRONX NY | 996 | $12.6M | $49K |
