Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan Small Cap Value R6 Mutual Fund in their Schedule of Assets, totaling $617K 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 | SIDNEY FEDERAL CREDIT UNION SIDNEY FEDERAL CREDIT UNION 401(K) PLAN | SIDNEY NY | 196 | $25.5M | $335K |
| 2 | CALAIS COMMUNITY HOSPITAL CALAIS COMMUNITY HOSPITAL TAX SHELTERED ANNUITY PLAN | CALAIS ME | 205 | $12.6M | $157K |
| 3 | ST. BERNARD HOSPITAL FOUNDATION, INC. |
CHALMETTE LA |
| 120 |
| $4.0M |
| $86K |
| 4 | POWERHOUSE RESOURCES INTERNATIONAL, LLC POWERHOUSE RESOURCES INTERNATIONAL, LLC. 401(K) PLAN | RALEIGH NC | 152 | $3.1M | $22K |
| 5 | REPRODUCTIVE SCIENCE CENTER OF THE SAN FRANCISCO BAY AREA REPRODUCTIVE SCIENCE CENTER OF THE SAN FRANCISCO BAY AREA 401(K) PLAN | SAN RAMON CA | 0 | $0 | $16K |
