Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding JPMorgan Small Cap Equity R6 in their Schedule of Assets, totaling $22.1M 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 | MARUBENI-ITOCHU STEEL AMERICA MISA CONSOLIDATED 401(K) PLAN | NEW YORK NY | 2,428 | $278.3M | $4.8M |
| 2 | SIMS GROUP USA HOLDINGS CORP SIMS GROUP USA HOLDINGS CORP 401(K) PLAN | CHICAGO IL | 2,119 | $201.0M | $4.2M |
| 3 | BEST WESTERN INTERNATIONAL, INC. BEST WESTERN INTERNATIONAL, INC. 401(K) INVESTMENT PLAN |
PHOENIX AZ |
| 1,388 |
| $201.4M |
| $4.0M |
| 4 | SUMMIT PARTNERS, LP SUMMIT PARTNERS, L.P. 401(K) PROFIT SHARING PLAN | BOSTON MA | 210 | $112.5M | $2.2M |
| 5 | NORTHSTAR MEMORIAL GROUP, LLC NORTHSTAR MEMORIAL GROUP, LLC 401(K) PLAN | HOUSTON TX | 1,177 | $57.8M | $1.3M |
| 6 | STEFFES, LLC STEFFES EMPLOYEES' 401(K) PROFIT SHARING PLAN | DICKINSON ND | 542 | $54.2M | $1.0M |
| 7 | PLAYA MANAGEMENT USA, LLC PLAYA MANAGEMENT USA, LLC 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE FL | 119 | $20.8M | $766K |
| 8 | BIORA THERAPEUTICS, INC. BIORA THERAPEUTICS RETIREMENT PLAN | SAN DIEGO CA | 58 | $20.2M | $765K |
| 9 | BT BIDCO, INC. BIORA THERAPEUTICS RETIREMENT PLAN | SAN DIEGO CA | 37 | $20.6M | $730K |
| 10 | LARSON GROSS P.L.L.C. LARSON GROSS P.L.L.C. 401(K) PROFIT SHARING PLAN AND TRUST | BELLINGHAM WA | 0 | $0 | $531K |
