Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Small Cap Value Mutual Fund in their Schedule of Assets, totaling $1.9M 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 | NORTHEASTERN VERMONT REGIONAL HOSPITAL, INC. NVRH 401(K) RETIREMENT PLAN | ST. JOHNSBURY VT | 746 | $84.0M | $1.0M |
| 2 | ABSHER HOLDING COMPANY ABSHER HOLDING COMPANY 401(K) PLAN | PUYALLUP WA | 191 | $32.1M | $904K |
