Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan JPMorgan Small Cap Value Fund R6 in their Schedule of Assets, totaling $102K 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 | PACIFIC CARDIOVASCULAR ASSOCIATES MEDICAL GROUP, INC. PACIFIC CARDIOVASCULAR ASSOCIATES MEDICAL GROUP, INC. 401(K) SAVINGS PLUS PLAN | COSTA MESA CA | 137 | $12.4M | $82K |
| 2 | INDUSTRIAL HARD CHROME, LTD. INDUSTRIAL HARD CHROME, LTD. 401(K) RETIREMENT PLAN AND TRUST | GENEVA IL | 102 | $16.2M | $21K |
