Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan Value Advantage Fund in their Schedule of Assets, totaling $82.8M 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 | SHARP HEALTHCARE SHARPSAVER DEFINED CONTRIBUTION PLAN | SAN DIEGO CA | 20,711 | $1.4B | $69.9M |
| 2 | SHERRILL FURNITURE COMPANY SHERRILL SAVINGS AND PROFIT SHARING PLAN | HICKORY NC | 819 | $46.6M | $5.2M |
| 3 | CHILDREN'S UNIVERSITY MEDICAL GROUP CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN |
SEATTLE WA |
| 898 |
| $255.7M |
| $3.9M |
| 4 | GENESCO INC. GENESCO SALARY DEFERRAL PLAN | NASHVILLE TN | 10,894 | $190.2M | $3.8M |
