Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Small Cap Value in their Schedule of Assets, totaling $376K 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 | NATIONAL GRID RENEWABLES DEVELOPMENT, LLC NATIONAL GRID RENEWABLES DEVELOPMENT, LLC 401(K) PLAN | BLOOMINGTON MN | 281 | $20.6M | $374K |
| 2 | SUNNYHILL, INC. SUNNYHILL, INC. 401(K) RETIREMENT PLAN | ST LOUIS MO | 383 | $2.0M | $2K |
