Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JP Morgan Small Cap Value R6 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 | TERRANOVA GROUP, INC CHAPEL HILL ACADEMY 401(K) PROFIT SHARING PLAN | MONTVILLE NJ | 84 | $22.4M | $618K |
| 2 | SIDNEY FEDERAL CREDIT UNION SIDNEY FEDERAL CREDIT UNION 401(K) PLAN | SIDNEY NY | 196 | $25.5M | $335K |
| 3 | PORTER-STARKE SERVICES, INC. PORTER-STARKE SERVICES, INC. 401(K) PROFIT SHARING PLAN |
VALPARAISO IN |
| 437 |
| $18.4M |
| $325K |
| 4 | NEXEN GROUP INC. NEXEN GROUP INC. RETIREMENT SAVINGS PLAN | VADNAIS HEIGHTS MN | 108 | $56.8M | $305K |
| 5 | CALAIS COMMUNITY HOSPITAL CALAIS COMMUNITY HOSPITAL TAX SHELTERED ANNUITY PLAN | CALAIS ME | 205 | $12.6M | $157K |
| 6 | ST. BERNARD HOSPITAL FOUNDATION, INC. ST. BERNARD PARISH HOSPITAL RETIREMENT SAVINGS PLAN | CHALMETTE LA | 120 | $4.0M | $86K |
| 7 | POWERHOUSE RESOURCES INTERNATIONAL, LLC POWERHOUSE RESOURCES INTERNATIONAL, LLC. 401(K) PLAN | RALEIGH NC | 152 | $3.1M | $22K |
| 8 | 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 |
