Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Small Cap Equity Fund Class R5 in their Schedule of Assets, totaling $63K 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 | ALLIANCE DUTY FREE, LLC DUFRY PUERTO RICO RETIREMENT PLAN | CAROLINA PR | 107 | $3.9M | $56K |
| 2 | CD PEO PLUS, LLC PEOPLE PREMIER 401(K) RETIREMENT PLAN | CLEARWATER FL | 272 | $4.0M | $7K |
