Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Funds Small Cap Value Fund in their Schedule of Assets, totaling $76K 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 | FIRST BANK CHICAGO FIRST BANK CHICAGO RETIREMENT PLAN | HIGHLAND PARK IL | 144 | $50.5M | $74K |
| 2 | THE ANTI-CRUELTY SOCIETY THE ANTI-CRUELTY SOCIETY 403(B) PLAN | CHICAGO IL | 129 | $6.9M | $3K |