Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding JP Morgan Small Cap Equity Fund in their Schedule of Assets, totaling $21.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RIDGEVIEW MEDICAL CENTER, INC. RIDGEVIEW MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN | WACONIA MN | 2,522 | $237.7M | $15.2M |
| 2 | KONGSBERG MARITIME, INC. KONGSBERG 401(K) PLAN | LYNNWOOD WA | 575 | $95.4M | $1.3M |
| 3 | REPLACEMENTS, LTD. REPLACEMENTS, LTD. 401(K) PLAN |
GREENSBORO NC |
| 342 |
| $63.8M |
| $1.3M |
| 4 | DOBBS COMPANIES 401(K) RETIREMENT PLAN DOBBS COMPANIES 401(K) RETIREMENT PLAN | ALBUQUERQUE NM | 1,726 | $53.5M | $1.2M |
| 5 | VOLM COMPANIES, INCORPORATED VOLM COMPANIES 401K PLAN | ANTIGO WI | 536 | $51.0M | $927K |
| 6 | DOBBS MANAGEMENT SERVICE, LLC DOBBS COMPANIES 401(K) RETIREMENT PLAN | MEMPHIS TN | 1,586 | $67.5M | $925K |
| 7 | PRYM CONSUMER USA INC. PRYM CONSUMER USA INC. SAVINGS AND INVESTMENT PLAN | SPARTANBURG SC | 66 | $11.3M | $270K |
| 8 | TRANSOURCE, INC. TRANSOURCE, INC. 401(K) INVESTMENT PLAN | COLFAX NC | 361 | $15.2M | $256K |
| 9 | UNIVERSITY MEDICAL ASSOCIATES OF THE MEDICAL UNIVERISTY OF SC UNIVERSITY MEDICAL ASSOCIATES RETIREE BENEFIT TRUS | CHARLESTON SC | 23 | $4.0M | $109K |
| 10 | CULMEN INTERNATIONAL, LLC CULMEN INTERNATIONAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST | ALEXANDRIA VA | 340 | $31.4M | $93K |
