Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan Small Cap Value Fund " in their Schedule of Assets, totaling $816K 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 | CENTRAL BANK ILLINOIS CENTRAL BANK ILLINOIS 401(K) PROFIT SHARING PLAN | GENESEO IL | 162 | $51.2M | $254K |
| 2 | SOUTHWORTH DEVELOPMENT LLC SOUTHWORTH DEVELOPMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | MASHPEE MA | 349 | $12.3M | $193K |
| 3 | CANVAS ENERGY LLC |
OKLAHOMA CITY OK |
| 91 |
| $42.5M |
| $126K |
| 4 | HELP - NEW MEXICO, INC. HELP - NEW MEXICO, INC. 403(B) RETIREMENT PLAN | ALBUQUERQUE NM | 24 | $1.5M | $97K |
| 5 | BITDEER INC BITDEER INC | SAN JOSE CA | 90 | $3.2M | $78K |
| 6 | BIOLIFE SOLUTIONS, INC BIOLIFE SOLUTIONS, INC 401(K) PLAN | BOTHELL WA | 321 | $13.6M | $57K |
| 7 | LENCO INDUSTRIES, INC. LENCO INDUSTRIES, INC. 401(K) RETIREMENT PLAN | PITTSFIELD MA | 90 | $13.9M | $6K |
| 8 | THE ALLIANCE FOR POSITIVE CHANGE ALLIANCE FOR POSITIVE CHANGE RETIREMENT PLAN | NEW YORK NY | 181 | $10.5M | $5K |
