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 Mgmt Jpm Smcap Val R3 in their Schedule of Assets, totaling $7K 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 | BEACH HAUS, LLC BEACH HAUS, LLC 401(K) PLAN | LOS ANGELES CA | 99 | $3.4M | $7K |
