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 Mutual Fund in their Schedule of Assets, totaling $1.7M 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 | PLAZA HOME MORTGAGE, INC. PLAZA HOME MORTGAGE, INC. 401(K) PLAN | SAN DIEGO CA | 436 | $44.1M | $1.2M |
| 2 | PRINCETON RADIOLOGY ASSOCIATES, P.A PRINCETON RADIOLOGY ASSOCIATES, PA 401(K) PROFIT SHARING PLAN | PRINCETON NJ | 339 | $125.3M | $341K |
| 3 | INFLIGHT, INC. INFLIGHT, INC 403(B) PLAN |
RED HOOK NY |
| 208 |
| $1.8M |
| $77K |
| 4 | QUARTILE, LLC QUARTILE 401(K) PLAN | NEW YORK NY | 125 | $6.5M | $48K |
| 5 | TECHE ACTION BOARD INC. TECHE ACTION BOARD INC. 401(K) PLAN | FRANKLIN LA | 177 | $8.0M | $25K |
| 6 | PRIMARY PEDIATRICS, P.C. PRIMARY PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN | MACON GA | 117 | $12.4M | $21K |
