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 in their Schedule of Assets, totaling $1.0M 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 | THE ACUTRONIC COMPANY THE ACUTRONIC COMPANY 401(K) RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 127 | $15.3M | $368K |
| 2 | VENTRA IONIA LLC VENTRA IONIA UNION #436 401(K) PLAN | URBANA IL | 981 | $28.2M | $210K |
| 3 | WMOG, INC. THE MOSSER GROUP EMPLOYEE SAVINGS PLAN AND TRUST |
FREMONT OH |
| 122 |
| $19.4M |
| $202K |
| 4 | VENTRA SANDUSKY, LLC VENTRA SANDUSKY UNION #1216 401(K) PLAN | URBANA IL | 1,084 | $46.9M | $133K |
| 5 | VENTRA EVART LLC VENTRA EVART UNION #2270 401(K) PLAN | URBANA IL | 496 | $11.6M | $56K |
| 6 | FLEX-N-GATE OKLAHOMA LLC FLEX-N-GATE OKLAHOMA UNION #985 401(K) PLAN | URBANA IL | 384 | $8.8M | $43K |
| 7 | FLEX-N-GATE ROYAL OAK LLC FLEX-N-GATE ROYAL OAK UNION #771 401(K) PLAN | URBANA IL | 250 | $6.5M | $25K |
