JPMorgan Small Cap Value Fund Class A
Ticker PSOAX · Mutual fund · Share class: Class ARetail / revenue sharing
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
24
4 with $250K or more
Dollars held
$5.0M
69,838 of 69,862 plans with fund lines hold none
Median per plan
$98K
Share of their fund dollars
0.7%
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
1 plan
$518K at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
Plans that dropped it after 2024 (1 plan)
| Plan | Year-end value |
|---|---|
| Otto Candies, LLC Retirement Savings Plan$50M-$250M | $518K to $397K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold JPMorgan Small Cap Value Fund Class A
The largest 10 plans in each list.
| Ivanti Inc. 401(k) Plan$239M plan · Ivanti, Inc., UT · Fidelity (FMR) | $2.0M |
| Lifescape 401(k) Retirement Plan$42.4M plan · Lifescape, SD · First Bank & Trust | $766K |
| Cytovance Biologics, Inc. 401(k) Profit Sharing Plan & Trust$21.2M plan · Cytovance Biologics, Inc., OK · ADP | $402K |
| Hotel Retirement Systems Profit Sharing Plan and Trust$35.8M plan · Regency Hotel Management, LLC, SD · Fidelity (FMR) | $289K |
| Fresno Valves & Castings, Inc. 401(k) Profit Sharing Plan$37.3M plan · Fresno Valves & Castings, Inc., CA · Transamerica (Aegon) | $213K |
| Phillips Industries Retirement Plan$32.3M plan · Phillips Industries, Inc., CA · Fidelity (FMR) | $211K |
| Agri-King, Inc. 401(k) Plan$10.9M plan · Agri-King, Inc., IL · Nationwide | $129K |
| South Dakota Soybean Processors LLC 401(k) Retirement Plan$22.3M plan · South Dakota Soybean Processors LLC, SD · Not identified | $124K |
| Good Foods Group, LLC 401(k) Plan$11.4M plan · Good Foods Group, LLC, WI · Principal | $113K |
| McCalla Raymer Leibert Pierce, LLC 401(k) Plan$41.5M plan · McCalla Raymer Leibert Pierce, LLC, GA · Empower | $111K |
Plans whose filed schedule lists JPMorgan Small Cap Value Fund Class A.
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How the filings spell it
Show 8 names seen in the filings
- JP Morgan Small Cap Value Fund
- JP Morgan Small Cap Value Fund A
- JP Morgan Small Cap Value Fund Class A
- JPMorgan Small Cap Value
- Jpm SM Cap Value A
- Jpm Small Cap Value
- Jpmorgan Small Cap Value - A
- Small Cap Value A