Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan Funds Jp Morgan Sm Cap Value R6 Fund in their Schedule of Assets, totaling $119K 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 | THE LEGAL AID SOCIETY THE LEGAL AID SOCIETY RETIREMENT PLAN | NEW YORK NY | 613 | $47.2M | $81K |
| 2 | BESTBET HOLDINGS, INC. BESTBET HOLDINGS, INC. 401(K) PLAN | JACKSONVILLE FL | 721 | $22.3M | $20K |
| 3 | WASHINGTON AUTOMOBILES, INC. DBA SOUTH HILLS TOYOTA WASHINGTON AUTO MALL 401(K) PLAN |
WASHINGTON PA |
| 156 |
| $6.1M |
| $18K |
| 4 | EAGLE HILL SCHOOL EAGLE HILL FOUNDATION INC. 403(B) PLAN | GREENWICH CT | 116 | $32.5M | $659 |