Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Small Cap Equity R6 Registered investment company in their Schedule of Assets, totaling $7.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NCCI HOLDINGS, INC. NCCI HOLDINGS, INC. 401(K) SAVINGS PLAN | BOCA RATON FL | 848 | $505.8M | $7.1M |
| 2 | A & M TRANSPORT, LLC A & M TRANSPORT, LLC EMPLOYEE SAVINGS PLAN | GLENDALE OR | 130 | $6.2M | $81K |
