Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan Small Cap Equity R5 " in their Schedule of Assets, totaling $19.6M 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 | GZA GEOENVIRONMENTAL TECHNOLOGIES, INC. GZA RESTATED 401(K) PROFIT SHARING PLAN | NORWOOD MA | 782 | $214.9M | $14.6M |
| 2 | CIMPLIFY UROLOGY HEALTHCARE GROUP, INC. 401(K)/PROFIT SHARING PLAN | FRANKLIN TN | 381 | $91.3M | $3.7M |
| 3 | GEO. BYERS SONS HOLDING, INC. GEO. BYERS SONS, 401(K) PLAN |
COLUMBUS OH |
| 750 |
| $50.4M |
| $559K |
| 4 | ISAACSON MILLER ISAACSON RETIREMENT PLAN | BOSTON MA | 242 | $48.4M | $530K |
| 5 | LIQUID WEB LLC LIQUID WEB LLC 401K PLAN | LANSING MI | 511 | $36.6M | $172K |
