Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JPMorgan Small Cap Equity Fund Mutual fund in their Schedule of Assets, totaling $23.3M 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 | NORTON ROSE FULBRIGHT US LLP NORTON ROSE FULBRIGHT US L.L.P. 401(K) AND PROFIT SHARING PLAN | HOUSTON TX | 1,876 | $1.1B | $14.2M |
| 2 | CHECK POINT SOFTWARE TECHNOLOGIES, INC. CHECK POINT SOFTWARE TECHNOLOGIES, INC 401(K) RETIREMENT PLAN | REDWOOD CITY CA | 1,522 | $285.4M | $4.3M |
| 3 | C.W. DRIVER CONTRACTORS |
PASADENA CA |
| 328 |
| $84.9M |
| $1.6M |
| 4 | ECONTROLS, LLC ECONTROLS, LLC 401K PROFIT SHARING PLAN | SAN ANTONIO TX | 490 | $54.1M | $1.6M |
| 5 | TIFFANY & BOSCO, P.A. TIFFANY & BOSCO, P.A. PROFIT SHARING 401(K) PLAN | PHOENIX AZ | 229 | $32.6M | $1.2M |
| 6 | BAY 101 THE BAY 101 401(K) PLAN | SAN JOSE CA | 463 | $22.9M | $336K |
