Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding J.P. Morgan Investment Management, Inc. Small Cap Value Fund Class R5 in their Schedule of Assets, totaling $4.9M 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 | STOUT RISIUS ROSS, LLC STOUT RISIUS ROSS, LLC 401(K) PROFIT SHARING PLAN | ROYAL OAK MI | 1,074 | $218.0M | $4.9M |
