Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Small Cap Equity Fund Class A in their Schedule of Assets, totaling $1.4M 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 | NEW YORK STATE NURSES ASSOCIATION NEW YORK STATE NURSES ASSOCIATION 401(K) PLAN | NEW YORK NY | 183 | $17.1M | $549K |
| 2 | THE SCOTTSDALE COMPANY LUTGERT COMPANIES RETIREMENT PLAN | NAPLES FL | 104 | $16.4M | $444K |
| 3 | SPELLMAN HIGH VOLTAGE ELECTRONICS CORPORATION |
HAUPPAUGE NY |
| 370 |
| $70.4M |
| $441K |
