Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPmorgan Value Advantage R6 Mutual Fund in their Schedule of Assets, totaling $5.3M 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 | STAFFMARK GROUP LLC STAFFMARK GROUP LLC RETIREMENT SAVINGS PLAN FOR CONTRACT EMPLOYEES | CINCINNATI OH | 0 | $56.7M | $2.1M |
| 2 | STAFFMARK INVESTMENT, LLC STAFFMARK/EMS 401(K) SAVINGS PLAN | CINCINNATI OH | 758 | $40.1M | $1.6M |
| 3 | STAFFMARK GROUP, LLC STAFFMARK GROUP, LLC RETIREMENT SAVINGS PLAN FOR STAFF EMPLOYEES | CINCINNATI OH | 0 | $42.8M | $1.5M |
| 4 | M. SIMON ZOOK CO. M. SIMON ZOOK 401(K) PROFIT SHARING PLAN | HONEYBROOK PA | 179 | $8.3M | $7K |