Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPM VAL Advantage Sel Mutual Fund in their Schedule of Assets, totaling $609K 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 | HUNTER, KEITH INDUSTRIES, INC. HUNTER, KEITH RETIREMENT & SAVINGS PLAN | WAYZATA MN | 122 | $16.9M | $609K |
