Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan JP Morgan Small Cap Value R6 in their Schedule of Assets, totaling $13.3M 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 | TECHTRONIC INDUSTRIES NORTH AMERICA, INC. TECHTRONIC INDUSTRIES 401(K) RETIREMENT PLAN | FORT LAUDERDALE FL | 13,951 | $960.6M | $6.7M |
| 2 | MILWAUKEE ELECTRIC TOOL CORPORATION TECHTRONIC INDUSTRIES 401(K) RETIREMENT PLAN | FORT LAUDERDALE FL | 13,666 | $813.0M | $6.1M |
| 3 | UNIVERSITY OF LOUISVILLE PHYSICIANS, INC. |
LOUISVILLE KY |
| 421 |
| $111.3M |
| $437K |
| 4 | SOUTHWEST REGIONAL PCR, LLC D/B/A MICROGENDX MICROGENDX 401(K) PROFIT SHARING PLAN | ORLANDO FL | 89 | $4.0M | $3K |
