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 R6 Fund in their Schedule of Assets, totaling $940K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BRUNEL ENERGY, INC. BRUNEL ENERGY, INC. 401(K) RETIREMENT PLAN | HOUSTON TX | 479 | $27.3M | $420K |
| 2 | HOUSTON METRO UROLOGY, P.A. HOUSTON METRO UROLOGY, P.A. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 130 | $40.8M | $268K |
| 3 | DRAEXLMAIER AUTOMOTIVE OF AMERICA, LLC |
DUNCAN SC |
| 1,311 |
| $77.1M |
| $253K |
