Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan JPMorgan U.S. Small Company Fund Class R-6 in their Schedule of Assets, totaling $724K 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 | KEITER, STEPHENS, HURST, GARY & SHREAVES, P.C. KEITER, STEPHENS, HURST, GARY & SHREAVES 401(K) PLAN | GLEN ALLEN VA | 211 | $52.1M | $724K |
