Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan Value Advantage Fund Class R6 Mutual fund N/A in their Schedule of Assets, totaling $181K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | STEVENS COMMUNITY MEDICAL CENTER STEVENS COMMUNITY MEDICAL CENTER 403(B) PLAN | MORRIS MN | 295 | $28.5M | $181K |
