Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan Value Advantage Fund Class L in their Schedule of Assets, totaling $16.9M 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 | ETHOSENERGY GTS HOLDINGS (US) LLC ETHOSENERGY 401(K) PLAN | HOUSTON TX | 1,342 | $337.3M | $8.1M |
| 2 | AI-CARES, LLC AI-CARES RETIREMENT SAVINGS PLAN | AUBURN HILLS MI | 2,390 | $75.8M | $4.2M |
| 3 | MATTR US INC. MATTR 401(K) PLAN | HOUSTON TX |
| 532 |
| $65.9M |
| $3.4M |
| 4 | ETHOSENERGY GTS HOLDINGS (US), LLC ETHOSENERGY (WEST), INC. PLAN | HOUSTON TX | 243 | $44.3M | $1.3M |
| 5 | MAMMOTH TECH MAMMOTH TECH 401(K) PROFIT SHARING PLAN | DEFIANCE OH | 0 | $0 | $12K |
