Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan JP Morgan Small Cap Value in their Schedule of Assets, totaling $357K 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 | RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A RISSMAN, BARRETT, HURT, DONAHUE, MCLAIN & MANGAN, P.A. EMPLOYEES' SAVINGS TRUST | ORLANDO FL | 203 | $40.3M | $249K |
| 2 | INFRAGISTICS, INC. INFRAGISTICS, INC. 401(K) PROFIT SHARING PLAN | CRANBURY NJ | 54 | $15.2M | $108K |
