Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Funds JP Morgan Sm Cap Value R6 Fund in their Schedule of Assets, totaling $82K 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 | THE LEGAL AID SOCIETY THE LEGAL AID SOCIETY RETIREMENT PLAN | NEW YORK NY | 613 | $47.2M | $81K |
| 2 | EAGLE HILL SCHOOL EAGLE HILL FOUNDATION INC. 403(B) PLAN | GREENWICH CT | 116 | $32.5M | $659 |
