Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Value Advantage Fund R6 " in their Schedule of Assets, totaling $7.2M 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 | PUBLIC STORAGE PS 401(K) PROFIT SHARING PLAN | GLENDALE CA | 5,502 | $221.9M | $4.0M |
| 2 | TMK GLOBAL HOLDINGS, LLC TRIMARK RETIREMENT SAVINGS PLAN | MANSFIELD MA | 2,835 | $245.4M | $3.2M |
