Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan Small Cap Equity Fund Class R6 in their Schedule of Assets, totaling $7.5M 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 | FIRST AMERICAN BANK CORPORATION FIRST AMERICAN BANK CORPORATION PROFIT SHARING PLAN | ELK GROVE VILLAGE IL | 879 | $197.8M | $5.0M |
| 2 | ONEONCOLOGY, LLC ONEONCOLOGY, LLC ONEREWARDS RETIREMENT PLAN | NASHVILLE TN | 7,980 | $584.7M | $1.8M |
| 3 | LEADVENTURE LEADVENTURE 401(K) SAVINGS PLAN |
LAKE OSWEGO OR |
| 713 |
| $51.0M |
| $732K |
| 4 | OPERATIONS PATHWAY SYSTEMS, L.P. OPERATIONS PATHWAY SYSTEMS L.P. RETIREMENT SAVINGS PLAN | FORT WORTH TX | 371 | $22.8M | $4K |