Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JPM SM CAP VALUE R6 in their Schedule of Assets, totaling $4.8M 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 | INFINEUM USA INC. INFINEUM SAVINGS PLAN | LINDEN NJ | 525 | $386.2M | $3.2M |
| 2 | CANACCORD GENUITY LLC CANACCORD GENUITY LLC 401(K) PLAN | NY NY | 377 | $110.5M | $1.2M |
| 3 | ENVOY SOLUTIONS, LLC NORTH AMERICAN RETIREMENT SAVINGS PLAN |
| 424 |
| $31.4M |
| $242K |
| 4 | BOUSQUET HOLSTEIN PLLC BOUSQUET HOLSTEIN PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST | SYRACUSE NY | 125 | $28.4M | $18K |
| 5 | EASY DYNAMICS CORP EASY DYNAMICS 401(K) | MCLEAN VA | 128 | $6.5M | $15K |
| 6 | THE SLOAN COMPANY SLOANLED 401(K) PLAN | VENTURA CA | 20 | $5.7M | $4K |
