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 GR R6 in their Schedule of Assets, totaling $2.4M 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 | UNITY HEALTH UNITY HEALTH RETIREMENT PLAN | SEARCY AR | 1,626 | $75.3M | $1.1M |
| 2 | UNITY HEALTH UNITY HEALTH 403(B) RETIREMENT PLAN | SEARCY AR | 1,192 | $49.8M | $961K |
| 3 | BOSSELMAN ADMINISTRATIVE SERVICES, INC. BOSSELMAN EMPLOYEE RETIREMENT PLAN |
GRAND ISLAND NE |
| 923 |
| $14.5M |
| $247K |
| 4 | TARANTINO PROPERTIES INC. TARANTINO PROPERTIES EMPLOYEE RETIREMENT PLAN | HOUSTON TX | 304 | $11.8M | $61K |
| 5 | NOVAMATIQ INC. GUIDE ENGINEERING 401K PLAN | FORT WAYNE IN | 164 | $6.7M | $44K |
