Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JP Morgan Sm Cap Equity R6 Fd in their Schedule of Assets, totaling $8.7M 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 | LUSARDI CONSTRUCTION CO. LUSARDI 401(K) PLAN | SAN MARCOS CA | 185 | $44.9M | $3.2M |
| 2 | GEOCON, INCORPORATED GEOCON, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 275 | $47.6M | $2.4M |
| 3 | GCOM SOFTWARE LLC GCOM SOFTWARE LLC 401K PLAN |
| 799 |
| $75.5M |
| $1.4M |
| 4 | CORPORATION FOR SUPPORTIVE HOUSING CORPORATION FOR SUPPORTIVE HOUSING RETIREMENT PLAN | NEW YORK NY | 180 | $30.1M | $536K |
| 5 | HOOKER CREEK COMPANIES, LLC HOOKER CREEK COMPANIES 401(K) RETIREMENT SAVINGS & PROFIT SHARING | BEND OR | 103 | $12.7M | $436K |
| 6 | GRAHAM HOSPITAL GRAHAM HOSPITAL THRIFT AND SAVINGS PLAN | CANTON IL | 805 | $58.0M | $381K |
| 7 | NATIONAL CONSTRUCTION RENTALS, INC. NATIONAL CONSTRUCTION RENTALS, INC. 401(K) PROFIT SHARING PLAN | MISSION HILLS CA | 976 | $29.2M | $294K |
