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 - in their Schedule of Assets, totaling $1.3M 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 | HEALTHPOINT HEALTHPOINT 403(B) SAVINGS PLAN | RENTON WA | 343 | $35.7M | $562K |
| 2 | ECLERX, LLC ECLERX, LLC 401(K) PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 417 | $19.3M | $260K |
| 3 | BSB DESIGN, INC. BSB DESIGN, INC. 401(K) SAVINGS PLAN |
| 176 |
| $21.4M |
| $138K |
| 4 | BECKSTOFFER VINEYARDS BECKSTOFFER VINEYARDS SAFE HARBOR 401(K) RETIREMENT SAVINGS PLAN | RUTHERFORD CA | 132 | $19.3M | $115K |
| 5 | HEALTHPOINT HEALTHPOINT 401(K) RETIREMENT PLAN | RENTON WA | 349 | $28.6M | $106K |
| 6 | MAC TRAILER ENTERPRISES, INC. MAC TRAILER ENTERPRISES, INC. 401(K) PLAN | ALLIANCE OH | 1,293 | $39.5M | $56K |
| 7 | CUSB BANK CUSB BANK 401(K) PROFIT SHARING PLAN & TRUST | CRESCO IA | 117 | $16.2M | $39K |
| 8 | ASTORG AUTO OF CHARLESTON ASTORG 401(K) RETIREMENT PLAN | CHARLESTON WV | 336 | $17.4M | $17K |
