Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan SMID Cap Equity A in their Schedule of Assets, totaling $452K 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 | THE SCOTTSDALE COMPANY LUTGERT COMPANIES RETIREMENT PLAN | NAPLES FL | 104 | $16.4M | $264K |
| 2 | PRINTOGRAPH, INC. PRINTOGRAPH, INC. 401(K) PLAN | BURBANK CA | 306 | $11.7M | $185K |
| 3 | KEY BENEFIT ADMINISTRATORS KEY FAMILY 401K PLAN |
| 393 |
| $21.6M |
| $4K |
