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 R6 Registered Investment Company in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SCAN GROUP SCAN GROUP 401(K) PLAN | LONG BEACH CA | 2,121 | $201.2M | $1.7M |
| 2 | MOOR + SOUTH/PIER MANAGEMENT CO., L.P. MOOR + SOUTH EMPLOYEES' 401(K) SAVINGS PLAN | SAN FRANCISCO CA | 252 | $31.1M | $612K |
| 3 | SOUND SOUND EMPLOYEES RETIREMENT PLAN |
| 499 |
| $41.5M |
| $173K |
| 4 | QUALITEL CORPORATION QUALITEL CORPORATION 401(K) PLAN | EVERETT WA | 222 | $6.3M | $125K |
