Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan Sm Cap Value R6 Fund Registered Investment Companies in their Schedule of Assets, totaling $259K 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 | NOISE & VIBRATION TECHNOLOGIES NOISE VIBRATION TECHNOLOGY (NVT) 401(K) PLAN | SAN JOSE CA | 108 | $22.0M | $259K |
