Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Jp Morgan Sm Cap Value R6 Fund Mutual Fund in their Schedule of Assets, totaling $1.1M 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 | RED ROOF FRANCHISING, LLC RED ROOF FRANCHISING, LLC 401(K) SAVINGS PLAN | NEW ALBANY OH | 167 | $20.3M | $759K |
| 2 | WESTMONT HOSPITALITY MANAGEMENT, LLC WESTMONT HOSPITALITY GROUP 401(K) PLAN | HOUSTON TX | 3,841 | $53.8M | $177K |
| 3 | EMPRES HEALTHCARE, INC. EDEN HOME SERVICES 401(K) PLAN |
VANCOUVER WA |
| 1,019 |
| $21.7M |
| $103K |
| 4 | LITER'S, INC. LITER'S, INC. 401(K) PLAN | LOUISVILLE KY | 128 | $6.4M | $88K |
