Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan Chase & Co. JPM Small Cap Value Fund R6 in their Schedule of Assets, totaling $728K 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 | GONZAGA UNIVERSITY GONZAGA UNIVERSITY 403(B) RETIREMENT PLAN | SPOKANE WA | 2,311 | $521.5M | $728K |
