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 r6 Mutual fund in their Schedule of Assets, totaling $5.7M 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 | HEARTHSIDE FOOD SOLUTIONS LLC HEARTHSIDE FOOD SOLUTIONS 401(K) PLAN | DOWNERS GROVE IL | 8,997 | $280.1M | $4.1M |
| 2 | YORK HOSPITAL YORK HOSPITAL RETIREMENT PLAN | YORK ME | 973 | $102.0M | $472K |
| 3 | THE GATEWAY ENGINEERS, INC THE GATEWAY ENGINEERS, INC. PROFIT SHARING RETIREMENT & 401(K) PLAN |
PITTSBURGH PA |
| 220 |
| $45.7M |
| $344K |
| 4 | EP LOYA GROUP, LP FRED LOYA INSURANCE 401(K) RETIREMENT PLAN | EL PASO TX | 1,791 | $24.7M | $283K |
| 5 | WEBER, INC. WEBER, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN | KANSAS CITY MO | 195 | $28.3M | $153K |
| 6 | ANALYTICS8, LLC ANALYTICS8, LLC 401(K) PLAN | CHICAGO IL | 96 | $11.5M | $150K |
| 7 | FLORIDA PEDIATRIC ASSOCIATES, LLC FLORIDA PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN | ST. PETERSBURG FL | 233 | $47.7M | $83K |
| 8 | HEARTHSIDE FOOD SOLUTIONS LLC HEARTHSIDE FOOD SOLUTIONS UNION 401(K) PLAN | DOWNERS GROVE IL | 915 | $24.4M | $71K |
| 9 | CRIMSON WINE GROUP, LTD. CRIMSON WINE GROUP 401(K) PROFIT SHARING PLAN | NAPA CA | 199 | $16.3M | $39K |
| 10 | THE TRACK INTERMEDIATE OPCO, LLC DBA FIVE STAR PARKS OPCO, LLC THE FIVE STAR PARKS & ATTRACTIONS RETIREMENT & 401(K) PLAN | BRANSON MO | 240 | $1.8M | $7K |
