Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding EQ/JPMorgan Val Opportunities in their Schedule of Assets, totaling $81K 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 | MONMOUTH UNIVERSITY, INC. MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WEST LONG BRANCH NJ | 966 | $359.0M | $57K |
| 2 | SUNBELT HUMAN ADVANCEMENT RESOURCES, INC. SUNBELT HUMAN ADVANCEMENT RESOURCES 403(B) PLAN | GREENVILLE SC | 229 | $7.4M | $17K |
| 3 | BETHESDA HEALTH GROUP, INC. |
ST. LOUIS MO |
| 1,064 |
| $25.8M |
| $8K |
