Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding J.P. Morgan U.S. Small Company Fund - in their Schedule of Assets, totaling $1.3M 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 | AMERICAN SOCIETY FOR TESTING AND MATERIALS ASTM TAX SHELTERED SAVINGS PLAN | WEST CONSHOHOCKEN PA | 311 | $73.0M | $1.3M |
| 2 | THE FREEDOM FORUM, INC. FREEDOM FORUM, INC. RETIREMENT SAVINGS PLAN | WASHINGTON DC | 41 | $28.0M | $52K |
