Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan JPMorgan Small Cap Equity R6 in their Schedule of Assets, totaling $16.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WAGNER EQUIPMENT CO. WAGNER EQUIPMENT CO. RETIREMENT SAVINGS PLAN | AURORA CO | 1,733 | $279.4M | $10.4M |
| 2 | BETH ISRAEL LAHEY HEALTH BETH ISRAEL LAHEY HEALTH 401(K) RETIREMENT SAVINGS PLAN | BOSTON MA | 15,698 | $1.6B | $6.1M |
| 3 | PAUL B. ZIMMERMAN, INC. PAUL B. ZIMMERMAN, INC. 401(K) PLAN |
LITITZ PA |
| 394 |
| $22.2M |
| $206K |
| 4 | LEGACY.COM, INC. LEGACY.COM 401(K) PLAN | CHICAGO IL | 331 | $16.6M | $65K |
| 5 | PRITCHARD AUTO COMPANY PRITCHARD AUTO GROUP 401(K) PLAN | CLEAR LAKE IA | 322 | $11.6M | $6K |
