Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Value Advantage Class L JP Morgan 0 in their Schedule of Assets, totaling $525K 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 | EX2 SOLUTIONS, INC. EX2 SOLUTIONS, INC. 401(K) PLAN | AUSTIN TX | 26 | $16.8M | $258K |
| 2 | BUILDER HOMESITE, INC BUILDER HOMESITE 401(K) PLAN | AUSTIN TX | 190 | $17.6M | $250K |
| 3 | XPRESS NATURAL GAS, LLC XNG RETIREMENT PLAN | ANDOVER |
| 132 |
| $5.1M |
| $18K |