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 Equity Fund Class R5 in their Schedule of Assets, totaling $5.7M 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 | SYNTEGON US HOLDING INC SYNTEGON TECHNOLOGY RETIREMENT SAVINGS PLAN | NEW RICHMOND WI | 524 | $81.2M | $3.2M |
| 2 | SYNTEGON PHARMA TECHNOLOGY, LLC SYNTEGON TECHNOLOGY RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 434 | $47.3M | $2.2M |
| 3 | WALTER & HAVERFIELD LLP |
CLEVELAND OH |
| 102 |
| $32.1M |
| $242K |
