Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding JPMorgan Small Cap Equity-R6 Mutual fund in their Schedule of Assets, totaling $23.2M 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 | FERRELL COMPANIES, INC FERRELL COMPANIES, INC. 401(K) INVESTMENT PLAN | LIBERTY MO | 4,414 | $252.1M | $16.0M |
| 2 | TESSENDERLO KERLEY, INC. TESSENDERLO KERLEY, INC. 401(K) PLAN AND TRUST | PHOENIX AZ | 459 | $96.4M | $5.9M |
| 3 | PIKE FUELS MANAGEMENT SERVICES L.P. PIKE FUELS 401(K) PLAN |
MIDDLETOWN PA |
| 84 |
| $42.4M |
| $388K |
| 4 | HILL FAMILY GROUP, INC HILL FAMILY GROUP RETIREMENT PLAN | FORT WORTH TX | 31 | $24.7M | $359K |
| 5 | ASCENT AVIATION SERVICES, LLC ASCENT AVIATION SERVICES, LLC 401(K) PLAN | MARANA AZ | 416 | $7.5M | $246K |
| 6 | KELLER SUPPLY COMPANY KELLER SUPPLY COMPANY PROFIT SHARING 401(K) PLAN | SEATTLE WA | 1,132 | $67.6M | $131K |
| 7 | PRIDE INC. PRIDE, INC 401(K) PROFIT SHARING PLAN | BISMARCK ND | 228 | $22.8M | $112K |
| 8 | MINOT VOCATIONAL ADJUSTMENT WORKSHOP D/B/A KALIX KALIX RETIREMENT PLAN | MINOT ND | 286 | $25.2M | $84K |
| 9 | DAVENPORT REALTY TRUST DAVENPORT COMPANIES 401(K) PROFIT SHARING PLAN | SOUTH YARMOUTH MA | 172 | $19.8M | $26K |
| 10 | CLOUDONE LLC CLOUDONE LLC 401(K) PROFIT SHARING PLAN & TRUST | VANCOUVER WA | 101 | $1.5M | $3K |
