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 Fund Class R5 in their Schedule of Assets, totaling $5.0M 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 | PLASTIC OMNIUM PLASTIC OMNIUM CLEAN ENERGY SYSTEMS SAVINGS PLAN | TROY MI | 672 | $125.9M | $5.0M |
| 2 | PLASTIC OMNIUM PLASTIC OMNIUM CLEAN ENERGY SYSTEMS UAW SAVINGS PLAN | TROY MI | 288 | $11.7M | $9K |