Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan Value Advantage R6 in their Schedule of Assets, totaling $937K 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 | HANSEN ICC, LLC HANSEN ICC, LLC SAVINGS PLAN | BETHLEHEM PA | 134 | $34.7M | $514K |
| 2 | ENDEMOL USA, INC. ENDEMOL USA, INC. 401(K) P/S PLAN | NORTH HOLLYWOOD CA | 132 | $30.5M | $214K |
| 3 | GULF COPPER AND MANUFACTURING CORPORATION GULF COPPER & MANUFACTURING CORPORATION PROFIT SHARING PLAN AND TRUST |
PORT ARTHUR TX |
| 376 |
| $12.2M |
| $134K |
| 4 | T-BONZ MANAGEMENT COMPANY, INC. T-BONZ 401(K) RETIREMENT PLAN | CHARLESTON SC | 185 | $2.9M | $60K |
| 5 | UNIVERSAL PROJECTS INC. T/A ACE DISTRIBUTING UNIVERSAL PROJECTS INC T/A ACE DISTRIBUTING 401(K)PLAN | WRIGHTSVILLE PA | 107 | $4.1M | $15K |
