Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding JPMorgan Small Cap Value R6 in their Schedule of Assets, totaling $4.6M 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 | ESP ASSOCIATES, INC. ESP ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | FORT MILL SC | 568 | $42.1M | $1.2M |
| 2 | HUDDL3 GROUP HUDDL3 GROUP 401K PLAN | TUSTIN CA | 1,047 | $35.9M | $920K |
| 3 | MONROE ENGINEERING, LLC MONROE ENGINEERING, LLC 401(K) PLAN |
ROCHESTER HILLS MI |
| 735 |
| $16.3M |
| $377K |
| 4 | COMMONWEALTH BUSINESS BANK COMMONWEALTH BUSINESS BANK 401K PROFIT SHARING PLAN | LOS ANGELES CA | 171 | $20.0M | $333K |
| 5 | HILEY CARS HURST L.P. HILEY CARS HURST L.P. 401(K) PLAN | HURST TX | 274 | $7.4M | $232K |
| 6 | PYRAMID CONSULTING, INC. PYRAMID CONSULTING, INC. 401(K) PLAN | ALPHARETTA GA | 1,735 | $32.8M | $179K |
| 7 | INOVAR PACKAGING GROUP, LLC INOVAR PACKAGING GROUP, LLC 401K PROFIT SHARING PLAN | IRVING TX | 743 | $40.3M | $174K |
| 8 | STAR MANUFACTURING, LLC STAR MANUFACTURING, LLC PROFIT SHARING/ 401(K) PLAN AND TRUST | YOUNGSTOWN OH | 145 | $13.2M | $135K |
| 9 | SKYLAND COOP, INC SKYLAND COOP, INC. 401(K) PLAN | ULYSSES KS | 320 | $9.2M | $105K |
| 10 | BOMBORA, INC. BOMBORA, INC. 401(K) PS PLAN | NEW YORK NY | 139 | $13.9M | $96K |
