Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan U.S. Small Company Fund in their Schedule of Assets, totaling $4.5M 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 | BUHLER INC. BUHLER GROUP USA 401(K) PLAN | PLYMOUTH MN | 898 | $147.0M | $3.3M |
| 2 | ABT ELECTRONICS, INC. ABT ELECTRONICS, INC. 401(K) RETIREMENT SAVINGS PLAN AND TRUST | GLENVIEW IL | 1,718 | $124.7M | $1.2M |
| 3 | HILLER, LLC DBA HILLER PLUMBING, HEATING, COOLING & ELECTRICAL |
NASHVILLE TN |
| 782 |
| $17.4M |
| $30K |
| 4 | HEALTH SERVICES MANAGEMENT, INC. HEALTH SERVICES MANAGEMENT, INC. 401(K) PLAN | CRYSTAL RIVER FL | 2,895 | $8.5M | $4K |
