Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPM US APP DATA SCI VAL R6 in their Schedule of Assets, totaling $1.0M 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 | WOODBINE MFG DBA TOMMY GATE CO WOODBINE MFG CO. RETIREMENT PLAN | SCOTTSDALE AZ | 185 | $17.8M | $581K |
| 2 | SOURCEBOOKS, LLC SOURCEBOOKS, LLC 401(K) PLAN | NAPERVILLE IL | 287 | $20.1M | $332K |
| 3 | EAG SERVICES, INC. EAG SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST |
HOUSTON TX |
| 143 |
| $11.3M |
| $70K |
| 4 | MEDICAL OFFICES OF MANHATTAN MEDICAL OFFICES OF MANHATTAN, PLLC 401(K) PS PLAN AND TRUST | NEW YORK NY | 118 | $4.0M | $18K |