Jpmorgan Smid CAP Fund
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 68 retirement plans report an interest in this investment, totaling $3.8M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
68
Reported interest (EOY)
$3.8M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 2 name variants: Jpmorgan Smid CAP Fund, Jpmorgan Smid CAP. Counts combine all variants of the same investment.
Plans holding Jpmorgan Smid CAP Fundranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | JONES/COVEY GROUP, INC. JONES/COVEY GROUP, INC. 401(K) PLAN | RANCHO CUCAMONGA CA | 214 | $4.8M | $659K |
| 2 | JF ACQUISTION, LLC JF ACQUISITION, LLC 401(K) PLAN | MORRISVILLE NC | 1,410 | $67.5M | $526K |
| 3 | TRUE HOMES, LLC TRUE HOMES, LLC 401(K) PLAN | MONROE NC | 390 | $24.3M | $450K |
| 4 | UNDERGROUND VAULTS AND STORAGE, INC. UNDERGROUND VAULTS AND STORAGE, INC. 401(K) PROFIT SHARING PLAN | HUTCHINSON KS | 124 | $12.7M | $220K |
| 5 | HYGIENA LLC RETIREMENT PLAN HYGIENA LLC RETIREMENT PLAN | CAMARILLO CA | 374 | $41.2M | $171K |
| 6 | R.L. ADAMS PLASTICS, INC. R.L. ADAMS PLASTICS, INC. PROFIT SHARING & 401(K) PLAN | WYOMING MI | 119 | $9.9M | $167K |
| 7 | HATFIELD AND COMPANY, INC. HATFIELD AND COMPANY, INC. 401(K) PROFIT SHARING PLAN | ROCKWALL TX | 141 | $19.4M | $121K |
| 8 | THE GASPARILLA INN, INC. THE GASPARILLA INN, INC. 401K PLAN | BOCA GRANDE FL | 234 | $13.8M | $108K |
| 9 | MC2 CIVIL, INC. MC2 CIVIL, INC. 401(K) PLAN | HOUSTON TX | 338 | $7.5M | $105K |
| 10 | HUEMAN PEOPLE SOLUTIONS, LLC HUEMAN PEOPLE SOLUTIONS, LLC 401(K) PLAN | JACKSONVILLE BEACH FL | 377 | $11.6M | $96K |
See all 68 plans holding Jpmorgan Smid CAP Fund
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