Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan UM BEHAVIORAL VAL R6 in their Schedule of Assets, totaling $804K 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 | ROSAUERS SUPERMARKETS, INC. ROSAUERS SUPERMARKETS, INC. RETIREMENT PLAN | SPOKANE WA | 2,061 | $84.3M | $674K |
| 2 | SENTINEL INTEGRITY SOLUTIONS, INC. SENTINEL INTEGRITY SOLUTIONS, INC. 401(K) PLAN | HOUSTON TX | 424 | $21.0M | $111K |
| 3 | BOKA POWELL, LLC BOKA POWELL, LLC. 401(K) PLAN |
DALLAS TX |
| 84 |
| $13.2M |
| $19K |