Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JPMorgan Small Cap Value Fund; Class R6 Mutual Fund in their Schedule of Assets, totaling $24.1M 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 | OCHSNER CLINIC FOUNDATION OCHSNER CLINIC FOUNDATION 401(K) PLAN | NEW ORLEANS LA | 34,054 | $2.7B | $19.4M |
| 2 | LLOG EXPLORATION COMPANY, L.L.C. LLOG EXPLORATION COMPANY, L.L.C. 401(K) & PROFIT SHARING PLAN | COVINGTON LA | 148 | $79.5M | $4.1M |
| 3 | SILVER POINT CAPITAL, L.P. |
GREENWICH CT |
| 344 |
| $81.8M |
| $309K |
| 4 | NORTHLAND INVESTMENT CORPORATION NORTHLAND INVESTMENT CORPORATION 401(K) PLAN | NEWTON MA | 708 | $30.9M | $216K |
| 5 | COMMUNITY HEALTH CENTERS OF PINELLAS, INC DBA EVARA HEALTH EVARA HEALTH RETIREMENT PLAN | CLEARWATER FL | 638 | $22.3M | $43K |
| 6 | DANIEL MARTIN, INC. DBA WILKIE LEXUS & LEXUS OF CHESTER SPRINGS WILKIE LEXUS 401K PROFIT SHARING PLAN | HAVERFORD PA | 140 | $18.2M | $9K |
