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 R5 Mutual Fund in their Schedule of Assets, totaling $25.4M 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 | AG US GROUP SERVICES INC. AG US GROUP SERVICES INC. EMPLOYEE RETIREMENT PLAN | NEW YORK NY | 311 | $409.7M | $20.1M |
| 2 | HAPAG-LLOYD (AMERICA) LLC HAPAG-LLOYD (AMERICA) LLC SAVINGS AND INVESTMENT PLAN | ATLANTA GA | 964 | $266.1M | $4.8M |
| 3 | KOORSEN FIRE & SECURITY, INC. |
INDIANAPOLIS IN |
| 1,419 |
| $52.8M |
| $407K |
