Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding JPMorgan Small Cap Value Fund Mutual fund in their Schedule of Assets, totaling $5.1M 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 | PROGRESS SOFTWARE CORPORATION PROGRESS SOFTWARE CORPORATION 401(K) PLAN | BURLINGTON MA | 1,254 | $405.5M | $4.3M |
| 2 | EXER HOLDING COMPANY LLC EXER HOLDING COMPANY LLC 401(K) & PROFIT SHARING PLAN | EL SEGUNDO CA | 575 | $5.9M | $209K |
| 3 | OVATIVE GROUP LLC OVATIVE GROUP 401K PLAN |
MINNEAPOLIS MN |
| 493 |
| $37.8M |
| $199K |
| 4 | TREASURE DATA, INC. TREASURE DATA, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 223 | $24.8M | $139K |
| 5 | WESTERN MANAGEMENT LLC WESTERN MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | SAN JOSE CA | 116 | $2.2M | $73K |
| 6 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA CA | 182 | $202.4M | $66K |
| 7 | JAVELIN ACQUISITION VEHICLE LLC LINDSAY PRECAST 401(K) PLAN | CANAL FULTON OH | 428 | $27.0M | $27K |
| 8 | BUSINESS IMPACT GROUP, LLC BUSINESS IMPACT GROUP 401(K) PLAN | CHANHASSEN MN | 96 | $5.9M | $23K |
| 9 | VERSANT SUPPLY CHAIN, INC. VERSANT SUPPLY CHAIN 401(K) PLAN | CORDOVA TN | 36 | $1.3M | $12K |
| 10 | PROMEX INDUSTRIES, INC. PROMEX INDUSTRIES, INC. 401(K) PLAN | SANTA CLARA CA | 106 | $7.5M | $11K |
