Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan Chase Bank JPMORGAN VALUE ADVANTAGE L JVAIX in their Schedule of Assets, totaling $4.6M 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 | ASM AMERICA, INC. ASM AMERICA, INC. 401(K) PLAN | PHOENIX AZ | 1,337 | $180.5M | $4.6M |
