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 in their Schedule of Assets, totaling $18.0M 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 | THORNTON TOMASETTI, INC. THORNTON TOMASETTI, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 1,237 | $468.6M | $11.0M |
| 2 | IMA FINANCIAL GROUP, INC. IMA FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WICHITA KS | 2,726 | $317.2M | $6.8M |
| 3 | GRAND RAPIDS CHAIR COMPANY |
BYRON CENTER MI |
| 141 |
| $4.7M |
| $161K |
