Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding JP Morgan Small-Cap Value Fund - in their Schedule of Assets, totaling $4.3M 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 | LECO CORPORATION LECO CORPORATION 401(K) RETIREMENT PLAN | ST. JOSEPH MI | 807 | $154.2M | $2.3M |
| 2 | STAR INDUSTRIES, INC. STAR INDUSTRIES, INC. SAVINGS PLAN | KENT WA | 203 | $42.7M | $671K |
| 3 | HYDE PARK PARTNERS, INC. HYDE PARK PARTNERS RETIREMENT SAVINGS PLAN & TRUST |
CHARLOTTE NC |
| 164 |
| $27.6M |
| $586K |
| 4 | WCC ACQUISITION, LLC WEAVER COOKE CONSTRUCTION, LLC PROFIT SHARING/401(K) PLAN | GRAND RAPIDS MI | 121 | $14.2M | $354K |
| 5 | WEAVER COOKE CONSTRUCTION, LLC WEAVER COOKE CONSTRUCTION, LLC PROFIT SHARING/401(K) PLAN | GREENSBORO NC | 118 | $12.4M | $320K |
| 6 | CONCEPT SCHOOLS NFP CONCEPT SCHOOLS NFP 401(K) PROFIT SHARING PLAN | SCHAUMBURG IL | 146 | $3.5M | $14K |
| 7 | BALLARD MACK SALES & SERVICE, INC. BALLARD MACK SALES & SERVICE, INC. 401(K) PROFIT SHARING PLAN | WORCESTER MA | 220 | $18.0M | $11K |
| 8 | INFINITY COMMUNICATIONS, LLC INFINITY COMMUNICATIONS 401(K) PLAN | DURHAM NC | 112 | $4.3M | $8K |
| 9 | UMASS MEMORIAL HEALTH CARE, INC. UMASS MEMORIAL HEALTH CARE 403(B) PLAN | WORCESTER MA | 5,561 | $649.7M | $3K |
| 10 | AMERICAN CHRISTIAN EDUCATION ASSOCIATION, INC. AMERICAN CHRISTIAN EDUCATION ASSOCIATION, INC. 403(B) RETIREMENT PLAN | TUSCALOOSA AL | 209 | $2.4M | $2K |
