Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Small Cap Value Fund; Class R6 Mutual Fund in their Schedule of Assets, totaling $1.3M 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 | EXCELITAS TECHNOLOGIES EXCELITAS TECHNOLOGIES SAVINGS PLAN | BILLERICA MA | 1,037 | $173.7M | $1.2M |
| 2 | BRF HOSPITAL HOLDINGS, LLC DBA OCHSNER LSU HOSPITALS BRFHH RETIREMENT PLAN | SHREVEPORT LA | 3,220 | $178.4M | $165K |
| 3 | M2GEN, CORP. M2GEN 401(K) PLAN |
HUDSON FL |
| 0 |
| $2.7M |
| $10K |
