Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Small Cap Equity R5 Fund " in their Schedule of Assets, totaling $15.2M 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 | CENTRAL HUDSON GAS & ELECTRIC CORPORATION CENTRAL HUDSON GAS & ELECTRIC CORPORATION WELFARE BENEFIT PLAN FOR RETIREES | POUGHKEEPSIE NY | 0 | $138.3M | $15.1M |
| 2 | COOPER CARRY, INC. COOPER CARRY, INC. 401(K) PLAN | ATLANTA GA | 282 | $64.7M | $72K |
