Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding JPM US SMALL COMPANY FD R3 in their Schedule of Assets, totaling $4.1M 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 | MAVEN WAVE PARTNERS MAVEN WAVE PARTNERS 401(K) PLAN | CHICAGO IL | 251 | $34.4M | $620K |
| 2 | KAYE CORPORATION KAYE CORPORATION RETIREMENT PLAN | NORTH MANKATO MN | 122 | $14.6M | $526K |
| 3 | FST TECHNICAL SERVICES, INC FST TECHNICAL SERVICES 401(K) PLAN |
CHANDLER AZ |
| 323 |
| $13.6M |
| $401K |
| 4 | TRYSTAR, LLC TRYSTAR, LLC 401K PLAN | FARIBAULT MN | 566 | $19.8M | $338K |
| 5 | PROCOM SERVICES AMERICA, INC. PROCOM SERVICES 401(K) PLAN | CARY NC | 778 | $13.0M | $236K |
| 6 | RETRACTABLE TECHNOLOGIES, INC RETRACTABLE TECHNOLOGIES, INC. 401K PLAN | LITTLE ELM TX | 170 | $8.8M | $196K |
| 7 | SUCCESS TODAY STAFFING, LLC SUCCESS TODAY STAFFING, LLC 401K PLAN | CLINTON TOWNSHIP MI | 251 | $4.5M | $175K |
| 8 | COLERAIN ANIMAL CLINIC INC. COLERAIN ANIMAL CLINIC 401(K) PLAN & TRUST | CINCINNATI OH | 106 | $7.3M | $148K |
| 9 | MARSHALL EXCELSIOR COMPANY MARSHALL EXCELSIOR COMPANY 401(K) PLAN | MARSHALL MI | 143 | $6.5M | $145K |
| 10 | AES DRILLING FLUIDS, LLC AES DRILLING FLUIDS 401(K) PLAN | HOUSTON TX | 462 | $28.4M | $144K |
