Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPM SMALL CAP EQUITY R5 in their Schedule of Assets, totaling $1.6M 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 | ROBBINS MANUFACTURING COMPANY ROBBINS MANUFACTURING COMPANY 401(K) PLAN AND TRUST | WEBSTER FL | 126 | $11.2M | $715K |
| 2 | SKENDER GROUP, LLC SKENDER GROUP, LLC 401(K) PROFIT SHARING PLAN | CHICAGO IL | 298 | $44.0M | $650K |
| 3 | GENESIS NETWORKS ENTERPRISES, LL |
SAN ANTONIO TX |
| 97 |
| $8.4M |
| $132K |
| 4 | ENDEAVOR MANAGED SERVICES ENDEAVOR MANAGED SERVICES 401(K) PLAN | SAN ANTONIO TX | 69 | $8.2M | $68K |