Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan UM Behavioral Val R6 in their Schedule of Assets, totaling $4.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BRAMBLES USA, INC. BRAMBLES USA 401(K) PLAN | ORLANDO FL | 2,839 | $304.5M | $3.7M |
| 2 | COVALENT GROUP, INC. COVALENT GROUP 401(K) PLAN | LEHI UT | 492 | $23.9M | $242K |
| 3 | ALTIUM, INC. ALTIUM, INC. 401(K) PLAN | LA JOLLA CA |
| 333 |
| $26.0M |
| $163K |
| 4 | STANDARD BIOTOOLS INC. STANDARD BIOTOOLS INC. 401(K) PLAN | BOULDER CO | 129 | $48.4M | $134K |
| 5 | ASSOCIATED ENERGY GROUP, LLC DBA AEG FUELS AEG FUELS 401(K) PLAN | MIAMI FL | 330 | $12.2M | $58K |
