Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Small Cap Value Fund; Class R5 in their Schedule of Assets, totaling $845K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SPRI LTD. SPRI LTD. 401(K) PLAN | CHICAGO IL | 154 | $35.5M | $649K |
| 2 | LICKING MEMORIAL HEALTH SYSTEMS LICKING MEMORIAL HEALTH SYSTEMS TAX DEFERRED 403(B) PLAN | NEWARK OH | 2,475 | $159.8M | $175K |
| 3 | SAMARITAN HEALTHCARE & HOSPICE, INC. SAMARITAN HEALTHCARE & HOSPICE, INC. 403(B) PLAN |
MOUNT LAUREL NJ |
| 399 |
| $30.5M |
| $21K |
