Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan SMID Cap Equity Fund in their Schedule of Assets, totaling $756K 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 | EASTEX CRUDE COMPANY EASTEX CRUDE COMPANY 401(K) PROFIT SHARING PLAN | LEESBURG TX | 257 | $27.6M | $734K |
| 2 | SETON HOME STUDY SCHOOL SETON HOME STUDY SCHOOL 401(K) PROFIT SHARING PLAN & TRUST | FRONT ROYAL VA | 152 | $3.8M | $22K |
