Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan Value Advantage Fund " in their Schedule of Assets, totaling $6.7M 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 | FARMERS AND MERCHANTS TRUST COMPANY F & M TRUST 401(K) PLAN | CHAMBERSBURG PA | 289 | $40.5M | $4.3M |
| 2 | LGC EMPLOYEECO, LLC LAMONS 401(K) PLAN | HOUSTON TX | 621 | $40.4M | $723K |
| 3 | SMA, INC. SMA, INC. 401(K) PLAN | IRVINE CA |
| 171 |
| $31.9M |
| $531K |
| 4 | SHOLOM COMMUNITY ALLIANCE SHOLOM COMMUNITY ALLIANCE 403B PLAN | MINNEAPOLIS MN | 514 | $14.3M | $508K |
| 5 | SHOLOM COMMUNITY ALLIANCE, INC. THE SHOLOM COMMUNITY ALLIANCE TAX SHELTERED ANNUITY PLAN | ST. LOUIS PARK MN | 493 | $11.5M | $394K |
| 6 | BRIGHTCOVE INC. BRIGHTCOVE INC. 401(K) PLAN | BOSTON MA | 290 | $61.6M | $159K |
| 7 | BOPP-BUSCH MANUFACTURING CO. BOPP-BUSCH MANUFACTURING CO. 401(K) PLAN | AU GRES MI | 108 | $10.6M | $24K |
| 8 | BMK ENTERPRISES LLC ROBERT J. HENSEN PROFIT SHARING PLAN | MISSION VIEJO CA | 55 | $523K | $9K |
