Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JP Morgan US Small Company Fund in their Schedule of Assets, totaling $5.2M 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 | GONSALVES & SANTUCCI, INC. GONSALVES & SANTUCCI, INC. 401(K) PLAN | CONCORD CA | 203 | $72.6M | $1.9M |
| 2 | COTTON INCORPORATED TAX DEFERRED INVESTMENT PROGRAM FOR EMPLOYEES OF COTTON INCORPORATED | CARY NC | 130 | $41.6M | $985K |
| 3 | MULTIVAC, INC. MULTIVAC, INC. PROFIT SHARING 401(K) PLAN |
KANSAS CITY MO |
| 518 |
| $92.3M |
| $951K |
| 4 | SMS DATA PRODUCTS GROUP, INC. SMS DATA PRODUCTS GROUP, INC. 401(K) RETIREMENT PLAN | MC LEAN VA | 627 | $84.3M | $712K |
| 5 | MAGTEK MAGTEK PROFIT SHARING/401(K) PLAN | SEAL BEACH CA | 142 | $105.0M | $532K |
| 6 | DICASTAL NORTH AMERICA, INC. DICASTAL NORTH AMERICA, INC. 401K PLAN & TRUST | GREENVILLE MI | 472 | $8.3M | $94K |
