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 R5 # in their Schedule of Assets, totaling $47.8M 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 | VIASAT, INC. VIASAT, INC. 401(K) PROFIT SHARING PLAN | CARLSBAD CA | 4,158 | $1.2B | $37.8M |
| 2 | METALEX MANUFACTURING, INC. METALEX MANUFACTURING, INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN | CINCINNATI OH | 104 | $44.7M | $4.3M |
| 3 | FORD METER BOX COMPANY, INC. RETIREMENT SAVINGS PLAN OF THE FORD METER BOX COMPANY, INC. |
WABASH IN |
| 962 |
| $170.5M |
| $3.3M |
| 4 | BLUE RIDGE CAPITAL HOLDINGS MANAGEMENT CO., INC. BLUE RIDGE CAPITAL HOLDINGS MANAGEMENT CO., INC. 401(K) | GREENSBORO NC | 361 | $10.9M | $784K |
| 5 | RML HEALTH PROVIDERS, LP RML HEALTH PROVIDERS EMPLOYEES 401(K) SAVINGS PLAN | HINSDALE IL | 679 | $76.9M | $770K |
| 6 | BINAH MANAGEMENT SERVICES PURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN | SCHAUMBERG IL | 115 | $13.5M | $363K |
| 7 | PURSHE KAPLAN STERLING INVESTMENTS, INC. PURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN | ALBANY NY | 114 | $12.0M | $326K |
