Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan Small Cap Equity A in their Schedule of Assets, totaling $618K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SWD, INC. SWD, INC. DEFINED CONTRIBUTION PLAN | ADDISON IL | 192 | $14.8M | $404K |
| 2 | KIMCHUK, INC. KIMCHUK SAVINGS AND RETIREMENT PLAN | DANBURY CT | 79 | $14.1M | $179K |
| 3 | ADVANCED MEDICAL MANAGEMENT,INC. ADVANCED MEDICAL MANAGEMENT INC. RETIREMENT PLAN |
LONG BEACH CA |
| 177 |
| $4.3M |
| $30K |
| 4 | WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 21,020 | $3.6B | $5K |
