Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan SmCp Value Fund R6 Registered Investment Company 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AUER STEEL & HEATING SUPPLY CO. AUER STEEL & HEATING SUPPLY COMPANY RETIREMENT | MILWAUKEE WI | 298 | $38.9M | $905K |
| 2 | ARCUTIS BIOTHERAPEUTICS, INC. ARCUTIS 401(K) PLAN | WESTLAKE VILLAGE CA | 325 | $24.5M | $173K |
| 3 | PARK STREET MANAGEMENT, INC. PARK STREET MANAGEMENT, INC. 401(K) |
LAWRENCEBURG TN |
| 1,281 |
| $17.6M |
| $34K |
