JPMorgan Small Cap Value Fund CLASS R5
Ticker JSVRX · Mutual fund · Share class: Class R5Low cost
Matched by tickerAll JPMorgan fundsSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
11
5 with $250K or more
Dollars held
$12.7M
69,851 of 69,862 plans with fund lines hold none
Median per plan
$235K
Share of their fund dollars
1.4%
Same fund, other share classes
47 plans hold a costlier class of this fund than the cheapest class held in the data.
Plans adding and dropping it, 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
No plan added or dropped this fund between 2024 and 2025.
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold JPMorgan Small Cap Value Fund CLASS R5
The largest 10 plans in each list.
| Stout Risius Ross, LLC 401(k) Profit Sharing Plan$278M plan · Stout Risius Ross, LLC, MI · Fidelity (FMR) | $4.9M |
| Plastic Omnium Clean Energy Systems Savings Plan$146M plan · Plastic Omnium, MI · Fidelity (FMR) | $4.5M |
| Radiance Technologies, Inc. 401(k) Profit Sharing Plan$200M plan · Radiance Technologies, AL · Fidelity (FMR) | $1.8M |
| Spri Ltd. 401(k) Plan$39.0M plan · Spri Ltd., IL · Fidelity (FMR) | $594K |
| Ness USA, Inc. 401(k) Plan$19.0M plan · Ness USA, Inc., PA · Empower | $265K |
| Helena Laboratories Corporation 401(k) Profit Sharing Plan$25.1M plan · Helena Laboratories Corporation, TX · Fidelity (FMR) | $235K |
| Licking Memorial Health Systems Tax Deferred 403(b) Plan$197M plan · Licking Memorial Health Systems, OH · Principal | $188K |
| Canton Drop Forge Inc., Retirement Savings Plan$7.6M plan · Canton Drop Forge, Inc., OH · Not identified | $112K |
| GB Sales & Service, Inc. Employees 401(k) Plan$17.6M plan · GB Sales & Service, Inc., MI · JPMorgan | $67K |
| Plastic Omnium Clean Energy Systems UAW Savings Plan$13.2M plan · Plastic Omnium, MI · Fidelity (FMR) | $8K |
Plans whose filed schedule lists JPMorgan Small Cap Value Fund CLASS R5.
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How the filings spell it
Show 5 names seen in the filings
- JP Morgan Small Cap Value Fund Class R5
- JPMorgan Small Cap Value
- JPMorgan Small Cap Value R5
- Jpm Small Cap Value
- Small Cap Value Fund Class R5