Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Jpm Smcap Eq R5 Mutual Fund in their Schedule of Assets, totaling $348K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | 365 OPERATING COMPANY, LLC 365 DATA CENTERS 401K PLAN | NORWALK CT | 194 | $17.2M | $330K |
| 2 | GULF COAST BANK & TRUST COMPANY GULF COAST BANK AND TRUST COMPANY SAVINGS INCENTIVE PLAN | NEW ORLEANS LA | 934 | $71.0M | $11K |
| 3 | CD PEO PLUS, LLC PEOPLE PREMIER 401(K) RETIREMENT PLAN |
CLEARWATER FL |
| 272 |
| $4.0M |
| $7K |
