Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding J.P. Morgan JPM SM CAP VALUE R6 in their Schedule of Assets, totaling $15.1M 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 | COVENANT HEALTH COVENANT HEALTH 401(K) PLAN | KNOXVILLE TN | 9,723 | $894.1M | $11.2M |
| 2 | MORRISTOWN-HAMBLEN HOSPITAL ASSOCIATION MORRISTOWN-HAMBLEN HOSPITAL ASSOCIATION 401(K) PLAN | MORRISTOWN TN | 952 | $37.7M | $3.0M |
| 3 | METHODIST MEDICAL CENTER OF OAK RIDGE METHODIST MEDICAL CENTER OF OAK RIDGE SALARY DEFERRAL PLAN FOR UNION EMPLOYEES |
OAK RIDGE TN |
| 1,093 |
| $56.3M |
| $513K |
| 4 | COVENANT MEDICAL GROUP, INC. COVENANT MEDICAL MANAGEMENT 401(K) AND PROFIT SHARING PLAN | KNOXVILLE TN | 201 | $14.6M | $411K |
