Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan SMID Cap Fund Pooled Separate Account in their Schedule of Assets, totaling $172K 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 | SUPERIOR TRANSPORTATION ASSOCIATES, INC. SUPERIOR TRANSPORTATION ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | COSTA MESA CA | 126 | $7.0M | $87K |
| 2 | ANIMAL EMERGENCY & REFERRAL CENTER OF MINNESOTA ANIMAL EMERGENCY & REFERRAL CENTER OF MINNESOTA 401(K) PROFIT SHARING PLAN AND TRUST | OAKDALE MN | 275 | $18.1M | $39K |
| 3 |
JOLIET IL |
| 559 |
| $5.3M |
| $38K |
| 4 | CONTAINER SUPPLY COMPANY CONTAINER SUPPLY COMPANY 401(K) PROFIT SHARING PLAN | GARDEN GROVE CA | 86 | $15.8M | $5K |
| 5 | ORIGEN BIOMEDICAL, INC. ORIGEN BIOMEDICAL 401(K) PLAN | AUSTIN TX | 170 | $5.7M | $3K |
