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 Mutual Fund - in their Schedule of Assets, totaling $21.1M 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 | BAKER BOTTS L.L.P. BAKER BOTTS L.L.P. DC PLANS MASTER TRUST | HOUSTON TX | — | $755.4M | $16.6M |
| 2 | IH MISSISSIPPI VALLEY CREDIT UNION IH MISSISSIPPI VALLEY CREDIT UNION 401(K) PLAN & TRUST | MOLINE IL | 401 | $41.1M | $3.3M |
| 3 | EDWARDS, INC. EDWARDS, INC. SAVINGS PLUS PLAN |
SPRING HOPE NC |
| 408 |
| $19.2M |
| $1.1M |
| 4 | CANARICO QUARRIES, INC. GRUPO CARMELO SAVINGS AND INVESTMENT PLAN | SABANA SECA PR | 188 | $4.2M | $163K |
