Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding JPM SMALL CAP VALUE FD R3 in their Schedule of Assets, totaling $513K 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 | CERTARUS USA LTD CERTARUS USA LTD 401K | — | 464 | $13.6M | $138K |
| 2 | BLUE CHIP TALENT BLUE CHIP TALENT RETIREMENT SAVINGS PLAN | BLOOMFIELD HILLS MI | 188 | $7.9M | $105K |
| 3 | MILLENIUM AUTOMATIVE GROUP MILLENIUM AUTOMATIVE 401(K) PLAN |
| 188 |
| $2.1M |
| $91K |
| 4 | POOLS OF FUN, INC. POOLS OF FUN INC.401(K) PLAN | PLAINFIELD IN | 66 | $857K | $55K |
| 5 | THE FRESNO CENTER THE FRESNO CENTER 401K PLAN | FRESNO CA | 106 | $2.4M | $44K |
| 6 | RANG TECHNOLOGIES INC RANG TECHNOLOGIES INC 401(K) PLAN | PISCATAWAY NJ | 359 | $2.8M | $29K |
| 7 | CARESENSE HEALTH LLC CARESENSE HEALTH 401(K) | NEWTON PA | 751 | $3.2M | $20K |
| 8 | EXPRESS OMV EXPRESS OMV 401(K) PLAN AND TRUST | BATON ROUGE LA | 115 | $1.3M | $11K |
| 9 | ISTAR JEWELRY ISTAR GROUP | PINE BROOK NJ | 106 | $3.4M | $9K |
| 10 | COMMUNITY BASED EDUCATION & DEVE COMMUNITY BASED EDUCATION & DEVELOPMENT 401K PLAN | LOS ANGELES CA | 104 | $1.9M | $5K |
