Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JP Morgan Sm Cap Value R6 Fund in their Schedule of Assets, totaling $10.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WEST MONROE PARTNERS, INC. WEST MONROE PARTNERS, INC. 401(K) PLAN | CHICAGO IL | 1,588 | $726.7M | $5.4M |
| 2 | EICHLEAY, INC. EICHLEAY, INC. PENSION AND PROFIT SHARING PLAN | LARKSPUR CA | 186 | $85.4M | $3.5M |
| 3 | FARMER BROS. CO. FARMER BROS. CO. 401(K) PLAN |
FORT WORTH TX |
| 910 |
| $103.5M |
| $434K |
| 4 | WINDSOR HOUSE, INC. WINDSOR HOUSE, INC. 401(K) SAVINGS PLAN | GIRARD OH | 1,143 | $17.9M | $386K |
| 5 | MARKET ENGINUITY, INC. MARKET ENGINUITY, INC. 401(K) PLAN | PHOENIX AZ | 133 | $8.8M | $189K |
| 6 | COUVE HEALTHCARE CONSULTING, LLC EMPRES HEALTHCARE 401(K) PLAN | LAKEWOOD NJ | 2,761 | $18.9M | $44K |
