Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Value Advantage R6 Mutual fund in their Schedule of Assets, totaling $11.0M 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 | STAFFMARK GROUP, LLC STAFFMARK GROUP, LLC 401(K) PLAN | CINCINNATI OH | 1,933 | $144.1M | $9.9M |
| 2 | O'NEILL VINTNERS & DISTILLERS O'NEILL VINTNERS & DISTILLERS 401(K) PLAN | PARLIER CA | 398 | $22.0M | $754K |
| 3 | KKW TRUCKING, INC. KKW TRUCKING, INC. 401(K) PROFIT SHARING AND RETIREMENT TRUST |
POMONA CA |
| 400 |
| $12.9M |
| $320K |
