Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Small Cap Equity R6 in their Schedule of Assets, totaling $2.8M 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 | ASSOCIATES IN NEPHROLOGY, S.C. ASSOCIATES IN NEPHROLOGY, S.C. 401(K) PLAN | CHICAGO IL | 144 | $75.4M | $2.3M |
| 2 | TERREBONNE MOTOR COMPANY, INC. BARKER AUTOMOTIVE FAMILY EMPLOYEE SAVINGS AND RETIREMENT PLAN | HOUMA LA | 233 | $19.6M | $376K |
| 3 | SOFTERWARE, INC. |
FORT WASHINGTON PA |
| 150 |
| $36.5M |
| $55K |
