Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding JPMorgan Value Advantage Fund Mutual fund in their Schedule of Assets, totaling $9.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOHANNAN-HUSTON, INC. BOHANNAN-HUSTON, INC. 401(K) PROFIT SHARING PLAN | ALBUQUERQUE NM | 260 | $56.7M | $2.5M |
| 2 | THE HOLTON-ARMS SCHOOL, INC. HOLTON-ARMS SCHOOL, INC. TAX DEFERRED SAVINGS & RETIREMENT PLAN | BETHESDA MD | 189 | $76.4M | $2.3M |
| 3 | WHITTIER COLLEGE WHITTIER COLLEGE 403(B) PLAN |
WHITTIER CA |
| 399 |
| $145.2M |
| $1.7M |
| 4 | RINCHEM COMPANY LLC. RINCHEM COMPANY LLC AND AFFILIATES RETIREMENT SAVINGS PLAN | ALBUQUERQUE NM | 730 | $28.1M | $1.0M |
| 5 | AGC BIOLOGICS, INC. AGC BIOLOGICS, INC. 401(K) PLAN | BOTHELL WA | 772 | $81.5M | $747K |
| 6 | STEM, INC. STEM, INC. 401(K) PLAN | SAN FRANCISCO CA | 425 | $27.2M | $371K |
| 7 | WESTERN RESERVE AREA AGENCY ON AGING WESTERN RESERVE AREA AGENCY ON AGING 401(K) PLAN | CLEVELAND OH | 341 | $14.5M | $235K |
| 8 | STEM, INC. STEM, INC. 401(K) PLAN | HOUSTON TX | 379 | $35.3M | $182K |
| 9 | S&S DRYWALL, INC. S&S DRYWALL, INC. PROFIT SHARING PLAN | SAN JOSE CA | 37 | $2.7M | $147K |
| 10 | SPANISH SPEAKING UNITY COUNCIL OF ALAMEDA COUNTY THE UNITY COUNCIL 403(B) PLAN | OAKLAND CA | 340 | $10.7M | $145K |
