Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan Small Cap Equity Fund Class R6 Mutual fund in their Schedule of Assets, totaling $38.4M 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 | ONEOK, INC. ONEOK, INC. 401(K) PLAN | TULSA OK | 5,150 | $1.4B | $32.5M |
| 2 | ALM GLOBAL, LLC ALM GLOBAL, LLC 401(K) PLAN | NEW YORK CITY NY | 376 | $90.9M | $2.4M |
| 3 | THE BONE & JOINT CENTER, P.C. THE BONE & JOINT CENTER, P.C. 401(K) PROFIT SHARING PLAN |
BISMARCK ND |
| 120 |
| $27.0M |
| $1.2M |
| 4 | LEESAR INC. LEESAR INC. 401(K) PROFIT SHARING PLAN & TRUST | FT MYERS FL | 268 | $14.2M | $1.1M |
| 5 | CLOVERDALE FOODS COMPANY CLOVERDALE 401K PLAN | MANDAN ND | 422 | $17.1M | $511K |
| 6 | HAWTHORN SENIOR LIVING, LLC HAWTHORN SENIOR LIVING LLC 401(K) PLAN | VANCOUVER WA | 1,462 | $14.5M | $323K |
| 7 | PSCO KIEFFER, INC. PSCO KIEFFER RETIREMENT PLAN | SHEBOYGAN WI | 62 | $6.4M | $173K |
| 8 | HEARTVIEW FOUNDATION HEARTVIEW FOUNDATION 401(K) PROFIT SHARING PLAN | BISMARCK ND | 162 | $6.6M | $139K |
