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 R6 Mutual fund in their Schedule of Assets, totaling $253K 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 | AML RIVERSIDE, LLC AML RIVERSIDE, LLC 401(K) PLAN | FT. DODGE IA | 213 | $15.0M | $139K |
| 2 | ALL-FILL, INC. AFI 401(K) SAVINGS PLAN | EXTON PA | 158 | $23.8M | $105K |
| 3 | ELITE COMFORT SOLUTIONS, LLC ELITE COMFORT SOLUTIONS 401(K) PLAN |
| 1,067 |
| $22.0M |
| $9K |
