Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan US Value R6 Mutual Funds in their Schedule of Assets, totaling $806K 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 | INTERRA INTERNATIONAL, LLC INTERRA INTERNATIONAL, LLC 401(K) PLAN | ATLANTA GA | 102 | $17.3M | $482K |
| 2 | MFA FINANCIAL, INC. MFA FINANCIAL, INC. 401(K) SAVINGS PLAN | NEW YORK NY | 341 | $36.0M | $324K |
