Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMorgan Small Cap Value R6 Mutual Funds in their Schedule of Assets, totaling $1.1M 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 | SOUTHWEST COLORADO MENTAL HEALTH CENTER, INC. DBA AXIS HEALTH SYSTEM AXIS HEALTH SYSTEM 401(K) PLAN | DURANGO CO | 429 | $21.3M | $387K |
| 2 | FOUR WINDS INTERACTIVE, LLC FOUR WINDS INTERACTIVE, LLC 401(K) PLAN | DENVER CO | 251 | $22.7M | $271K |
| 3 | ROYAL BANCSHARES, INC. |
ELROY WI |
| 145 |
| $16.6M |
| $222K |
| 4 | PIVOT ENERGY, INC. PIVOT ENERGY, INC. 401(K) PLAN | DENVER CO | 187 | $10.3M | $93K |
| 5 | CHESTNUT HILL REALTY CORP. CHESTNUT HILL REALTY CORP. 401K PLAN | CHESTNUT HILL MA | 218 | $43.3M | $87K |
| 6 | LUMINE GROUP US HOLDING INC. LUMINE GROUP US HOLDING INC. 401(K) PLAN | LOWELL MA | 332 | $22.4M | $37K |
| 7 | TITANIUM PLATFORM, LLC TITANIUM PLATFORM, LLC 401(K) PLAN | LOWELL MA | 89 | $9.0M | $9K |
