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 R6 Mutual Fund in their Schedule of Assets, totaling $2.4M 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 | THE JACKSON LABORATORY JAX 403(B) RETIREMENT PLAN | BAR HARBOR ME | 2,667 | $602.8M | $1.2M |
| 2 | PERRY PROTECH PERRY PROTECH EMPLOYEE STOCK OWNERSHIP AND PROFIT SHARING PLAN | LIMA OH | 224 | $121.9M | $693K |
| 3 | RUBENSTEIN LAW P.A. RUBENSTEIN LAW P.A. 401(K) PLAN |
MIAMI FL |
| 225 |
| $12.9M |
| $294K |
| 4 | PUGH LUBRICANTS LLC CADENCE PETROLEUM GROUP EMPLOYEES' SUPPLEMENTAL RETIREMENT 401(K) PLAN | ASHEBORO NC | 481 | $34.1M | $231K |
