Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan JPMorgan Small Cap Eq R5 - in their Schedule of Assets, totaling $6.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RICK ENGINEERING COMPANY RICK ENGINEERING 401(K) RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 394 | $63.0M | $3.6M |
| 2 | VERMONT MUTUAL INSURANCE COMPANY VERMONT MUTUAL INSURANCE COMPANY 401(K) PLAN | MONTPELIER VT | 343 | $76.4M | $1.8M |
| 3 | HIGHLAND MEDICAL PC HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN |
NYACK NY |
| 225 |
| $26.1M |
| $1.2M |
