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 " in their Schedule of Assets, totaling $8.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | STANDARD PROCESS INC. STANDARD PROCESS INC. 401K AND PROFIT SHARING PLAN | PALMYRA WI | 653 | $131.0M | $4.7M |
| 2 | CNX RESOURCES CORPORATION CNX RESOURCES CORPORATION INVESTMENT PLAN FOR SALARIED EMPLOYEES | CANONSBURG PA | 459 | $438.6M | $1.2M |
| 3 | HATHAWAY DINWIDDIE CONSTRUCTION COMPANY |
SAN FRANCISCO CA |
| 359 |
| $148.9M |
| $1.2M |
| 4 | MAGNETO & DIESEL INJECTOR SERVICE, INC. MAGNETO & DIESEL INJECTOR SERVICE, INC. 401(K) PROFIT SHARING PLAN | HUMBLE TX | 557 | $27.2M | $756K |
| 5 | MEMBERS BENEFIT CORP. MEMBERS 401(K) ADVANTAGE | PALM BEACH GARDENS FL | 3,005 | $132.3M | $215K |
| 6 | E. AMANTI & SONS, INC. AMANTI EMPLOYEE RETIREMENT PLAN | SALEM MA | 121 | $18.4M | $68K |
| 7 | GOLD COAST BAKING COMPANY, INC. GOLD COAST BAKING COMPANY, INC. 401(K) PROFIT SHARING PLAN | SANTA ANA CA | 313 | $4.4M | $36K |
| 8 | BMK ENTERPRISES LLC ROBERT J. HENSEN PROFIT SHARING PLAN | MISSION VIEJO CA | 55 | $523K | $5K |
