Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan Small Cap Value Mutual Fund (1) in their Schedule of Assets, totaling $56K 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 | BRATTLEBORO RETREAT TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT | BRATTLEBORO VT | 532 | $43.0M | $56K |
