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 Class A 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COMPUTER GENERATED SOLUTIONS, INC. COMPUTER GENERATED SOLUTIONS, INC. 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 419 | $44.9M | $1.3M |
| 2 | GHP GROUP, INC. GHP GROUP, INC. RETIREMENT SAVINGS PLAN & TRUST | ELK GROVE VILLAGE IL | 120 | $10.1M | $245K |
