Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JP Morgan Small Cap Value Fund Mutual Fund in their Schedule of Assets, totaling $1.8M 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 | THERAVANCE BIOPHARMA U.S., INC. THERAVANCE BIOPHARMA U.S., INC. 401(K) PLAN | SOUTH SAN FRANCISCO CA | 99 | $82.0M | $1.3M |
| 2 | CAVAN CONSTRUCTION COMPANY, INC. CAVAN CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN | ASTON PA | 186 | $9.3M | $337K |
| 3 | NEW COUNTRY MOTOR CAR GROUP, INC. |
SARATOGA SPRINGS NY |
| 1,137 |
| $83.9M |
| $120K |
| 4 | FANDOM, INC. FANDOM, INC. 401(K) PROFIT SHARING PLAN TRUST | SAN FRANCISCO CA | 215 | $28.0M | $37K |
| 5 | AMERICAN INTEGRATED SERVICES, INC. AMERICAN INTEGRATED SERVICES, INC. 401(K) PROFIT SHARING PLAN | LONG BEACH CA | 436 | $30.8M | $25K |
| 6 | I.M. SULZBACHER CENTER FOR THE HOMELESS IM SULZBACHER CENTER FOR THE HOMELESS 403(B) PLAN | JACKSONVILLE FL | 133 | $2.6M | $7K |
