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 R6 in their Schedule of Assets, totaling $783K 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 | UNITED CEREBRAL PALSY ASSOCIATION OF NASSAU COUNTY UNITED CEREBRAL PALSY ASSOCIATION OF NASSAU COUNTY, INC. DEFINED BENEFIT PLAN & TRUST | ROOSEVELT NY | 134 | $18.1M | $746K |
| 2 | UNIFIED WOMEN'S CARE OF GEORGIA LLC UWH OF GEORGIA LLC 401K RETIREMENT PLAN | ATLANTA GA | 50 | $4.3M | $37K |
