Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Small & Mid Cap Enh Eqty ETF JPMorgan 0 in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | E & E CO., LTD E & E 401(K) & PROFIT SHARING PLAN | FREMONT CA | 214 | $39.7M | $755K |
| 2 | HUNGRY HOWIE'S DISTRIBUTING, INC. HUNGRY HOWIE'S DISTRIBUTING, INC 401(K) PROFIT SHARING PLAN & TRUST | MADISON HEIGHTS MI | 196 | $12.4M | $429K |
| 3 | SHIP8 INC. SHIP8 INC 401(K) PLAN |
FREMONT CA |
| 255 |
| $2.3M |
| $24K |
