Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan JPMorgan US Small Company R6 # in their Schedule of Assets, totaling $2.7M 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 | NORTH COUNTRY HEALTH SYSTEM, INC. NORTH COUNTRY HEALTH SYSTEM, INC. CONTRIBUTORY TAX SHELTERED RETIREMENT PLAN | NEWPORT VT | 626 | $74.0M | $1.4M |
| 2 | ERGOTRON, INC. ERGOTRON 401(K) SAVINGS PLAN | EAGAN MN | 625 | $106.9M | $697K |
| 3 | CERTINIA INC. CERTINIA 401(K) PLAN |
AUSTIN TX |
| 323 |
| $60.0M |
| $611K |
