Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JP Morgan Small Cap Equity Fund Mutual fund in their Schedule of Assets, totaling $35.1M 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 | ADECCO, INC. THE ADECCO GROUP 401(K) PLAN | JACKSONVILLE FL | 64,616 | $874.4M | $24.2M |
| 2 | OHI WEST MEDICAL GROUP II LLC FLORIDA MEDICAL CLINIC, LLC 401(K) PLAN AND TRUST | ZEPHYRHILLS FL | 1,866 | $314.0M | $6.3M |
| 3 | NORTH COUNTRY HEALTHCARE NORTH COUNTRY HEALTHCARE RETIREMENT PLAN |
WHITEFIELD NH |
| 1,165 |
| $85.3M |
| $3.6M |
| 4 | PASCUA YAQUI TRIBE PASCUA YAQUI TRIBE ENTERPRISE 401(K) PLAN | TUCSON AZ | 1,882 | $75.6M | $668K |
| 5 | RESEARCH TRIANGLE INSTITUTE RTI INTERNATIONAL RETIREE HEALTH PLAN | RESEARCH TRIANGLE PARK NC | 3,686 | $17.0M | $339K |
| 6 | NEUROLOGICAL SURGERY, P.C. NEUROLOGICAL SURGERY, P.C. RETIREMENT TRUST | ROCKVILLE CENTRE NY | 74 | $27.1M | $52K |
| 7 | CROWN AUTO DEALERSHIPS, INC. CROWN AUTO DEALERSHIP EMPLOYEES CAPITAL ACCUMULATION PLAN | ST. PETESBURG FL | 1,273 | $56.0M | $26K |