Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan Chase JP Morgan Undisc Mgrs Behav Value R6 Fund in their Schedule of Assets, totaling $262K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HSC ACQUISITION, LLC D/B/A PROPEL HEALTH HSC ACQUISITION, LLC 401(K) PLAN | GLADSTONE NJ | 376 | $27.8M | $262K |
