Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan JPMorgan Value Advantage in their Schedule of Assets, totaling $372K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DARAMIC, LLC DARAMIC, LLC HOURLY EMPLOYEES' ENHANCED RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 0 | $10.1M | $236K |
| 2 | CHICAGO FAMILY HEALTH CENTER, INC. CHICAGO FAMILY HEALTH CENTER, INC. EMPLOYEES SAVINGS TRUST | CHICAGO IL | 103 | $8.5M | $136K |
