Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding EQ/JPMorgan Val Opportunities " in their Schedule of Assets, totaling $100K 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 | MONMOUTH UNIVERSITY, INC. MONMOUTH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | WEST LONG BRANCH NJ | 966 | $359.0M | $57K |
| 2 | PETER BECKER COMMUNITY PETER BECKER COMMUNITY 403(B) PLAN | HARLEYSVILLE PA | 311 | $9.7M | $19K |
| 3 | SUNBELT HUMAN ADVANCEMENT RESOURCES, INC. |
GREENVILLE SC |
| 229 |
| $7.4M |
| $17K |
| 4 | BETHESDA HEALTH GROUP, INC. BETHESDA HEALTH GROUP, INC. RETIREMENT SAVINGS 403(B) PLAN | ST. LOUIS MO | 1,064 | $25.8M | $8K |
