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 I in their Schedule of Assets, totaling $5.2M 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 | RIBBON COMMUNICATIONS OPERATING COMPANY, INC. RIBBON COMMUNICATIONS 401(K) PROFIT SHARING PLAN | PLANO TX | 689 | $340.2M | $3.8M |
| 2 | KICE INDUSTRIES, INC. KICE INDUSTRIES, INC. SAFE HARBOR 401(K) PLAN | PARK CITY KS | 275 | $31.0M | $1.1M |
| 3 | MERCURY WIRE PRODUCTS, INC. |
SPENCER MA |
| 121 |
| $10.6M |
| $212K |
| 4 | MFXCHANGE US, INC. MFXCHANGE US, INC. EMPLOYEE RETIREMENT PLAN | MORRIS PLAINS NJ | 46 | $17.1M | $89K |
| 5 | ALLEGIS CORPORATION ALLEGIS CORPORATION RETIREMENT PLAN | SPRING LAKE PARK MN | 134 | $19.9M | $50K |
| 6 | FOCUS ON THE FAMILY FOCUS ON THE FAMILY 403(B) PLAN | COLORADO SPRINGS CO | 678 | $75.0M | $16K |
