Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan JPM SM CAP VALUE R6 in their Schedule of Assets, totaling $58K 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 | ASHFORTH PROPERTIES INC. THE ASHFORTH COMPANY 401(K) SAVINGS PLAN | STAMFORD CT | 113 | $43.3M | $44K |
| 2 | CYGNUS HOME SERVICE, LLC CYGNUS HOME SERVICE RETIREMENT SAVINGS PLAN | MARSHALL MN | 152 | $82.6M | $14K |
