Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JP Morgan U.S. Small Company Fund " in their Schedule of Assets, totaling $10.9M 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 | IBEW LOCAL UNION 347 & IOWA CHAPTER OF NECA BOARD OF TRUSTEES IBEW LOCAL UNION 347 HEALTH AND WELFARE PLAN | TROY MI | 2,242 | $89.9M | $5.1M |
| 2 | BUHLER INC. BUHLER GROUP USA 401(K) PLAN | PLYMOUTH MN | 898 | $147.0M | $3.3M |
| 3 | INSTEEL INDUSTRIES, INC. INSTEEL INDUSTRIES, INC RETIREMENT SAVINGS PLAN |
MOUNT AIRY NC |
| 814 |
| $68.4M |
| $1.2M |
| 4 | ABT ELECTRONICS, INC. ABT ELECTRONICS, INC. 401(K) RETIREMENT SAVINGS PLAN AND TRUST | GLENVIEW IL | 1,718 | $124.7M | $1.2M |
| 5 | HILLER, LLC DBA HILLER PLUMBING, HEATING, COOLING & ELECTRICAL HILLER, LLC 401(K) PLAN | NASHVILLE TN | 782 | $17.4M | $30K |
| 6 | AMERICAN CRUISE LINES, INC. AMERICAN CRUISE LINES, INC. 401(K) PROFIT SHARING PLAN | GUILFORD CT | 1,358 | $14.8M | $11K |
| 7 | HEALTH SERVICES MANAGEMENT, INC. HEALTH SERVICES MANAGEMENT, INC. 401(K) PLAN | CRYSTAL RIVER FL | 2,895 | $8.5M | $4K |
