Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan JP Morgan Small Cap Equity A in their Schedule of Assets, totaling $489K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BUSH INDUSTRIES, INC. BUSH INDUSTRIES, INC. 401(K) RETIREMENT PLAN | JAMESTOWN NY | 624 | $19.5M | $324K |
| 2 | SOUTHERN COLORADO CLINIC, PC SOUTHERN COLORADO CLINIC, PC 401(K) PROFIT SHARING PLAN | PUEBLO CO | 86 | $5.8M | $102K |
| 3 | BC PURCHASING COMPANY BADGER COLOR CONCENTRATES 401(K) PLAN & TRUST |
MUKWONAGO WI |
| 195 |
| $5.4M |
| $37K |
| 4 | BADGER COLOR CONCENTRATES, INC. BADGER COLOR CONCENTRATES 401(K) PLAN & TRUST | MUKWONAGO WI | 189 | $5.2M | $26K |