Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Small Cap Value Fund Class R6 Mutual Fund N/A in their Schedule of Assets, totaling $24K 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 | NEW WEST DISTRIBUTING INC NEW WEST DISTRIBUTING INC 401(K) PROFIT SHARING PLAN & TRUST | SPARKS NV | 78 | $3.7M | $15K |
| 2 | SPHERO, INC. SPHERO RETIREMENT SAVINGS PLAN | GREENVILLE TX | 84 | $7.1M | $9K |
