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 Mutual fund in their Schedule of Assets, totaling $8.9M 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 | LARKIN HOFFMAN DALY & LINDGREN LTD LARKIN,HOFFMAN,DALY & LINDGREN, LTD. PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 156 | $97.0M | $8.0M |
| 2 | DWAYNE NASH INDUSTRIES, INC. KODIAK ROOFING & WATERPROOFING CO. 401(K) PLAN | ROSEVILLE CA | 202 | $11.9M | $413K |
| 3 | FIRST BANK |
HAMILTON NJ |
| 293 |
| $21.7M |
| $267K |
| 4 | SPRINGWELL, INC. SPRINGWELL RETIREMENT PLAN | WALTHAM MA | 261 | $14.7M | $93K |
| 5 | GREENHILL SCHOOL GREENHILL SCHOOL 403(B) PLAN | ADDISON TX | 429 | $62.9M | $59K |
