Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan SMID Cap Fund 3 units 157 * Mid Cap Index Fund 6 units 316 * Real Estate Securities Fund 485 units in their Schedule of Assets, totaling $13K 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 | LEN STOLER, INC. LEN STOLER, INC. 401(K) PLAN | OWINGS MILLS MD | 0 | $0 | $13K |
