Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan JPMorgan Small Cap Equity Fund in their Schedule of Assets, totaling $372K 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 | LOEBER MOTORS, INC. LOEBER MOTORS, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN | LINCOLNWOOD IL | 121 | $18.4M | $339K |
| 2 | TODAY'S BANK MATHIAS SAVINGS INCENTIVE PLAN | FAYETTEVILLE AR | 97 | $4.7M | $34K |
