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 Mutual fund in their Schedule of Assets, totaling $464K 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 | GOLDSTEIN ENTERPRISES, INC. GOLDSTEIN AUTO GROUP 401(K) PLAN | ALBANY NY | 209 | $13.8M | $375K |
| 2 | HENDERSON HOSPITALITY MANAGEMENT, INC. HENDERSON HOSPITALITY MANAGEMENT, INC. 401(K) PLAN | HENDERSON NV | 197 | $5.1M | $68K |
| 3 | MIDWEST ANESTHESIA ASSOCIATES, P.A. |
OVERLAND PARK KS |
| 67 |
| $66.1M |
| $20K |
