Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan Small Cap Value Fund Class R6 " in their Schedule of Assets, totaling $146K 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 | FARADAY AND FUTURE FARADAY AND FUTURE RETIREMENT PLAN | GARDENA CA | 469 | $21.2M | $134K |
| 2 | LAMB WESTON/RDO FROZEN LAMB WESTON/RDO FROZEN 401(K) PLAN | PARK RAPIDS MN | 292 | $5.6M | $6K |
| 3 | GALLAGHER FLYNN & CO., LLP GALLAGHER FLYNN & CO., LLP 401(K) PROFIT SHARING PLAN AND TRUST |
SOUTH BURLINGTON VT |
| 73 |
| $20.8M |
| $4K |
| 4 | CHURCHILL OPCO HOLDING LLC CHURCHILL OPCO HOLDING LLC 401(K) PLAN | ROBBINSVILLE NJ | 697 | $9.2M | $2K |