Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding JPMorgan U.S. Small Company Fund Class R6 " in their Schedule of Assets, totaling $6.5M 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 | ASTRODYNE CORPORATION ASTRODYNE CORPORATION 401(K) PLAN | HACKETTSTOWN NJ | 321 | $51.5M | $2.6M |
| 2 | LITTLE DIVERSIFIED ARCHITECTURAL CONSULTING, INC. LITTLE DIVERSIFIED ARCHITECTURAL CONSULTING, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 454 | $78.3M | $1.2M |
| 3 | BASWARE INC |
FORT MILL SC |
| 86 |
| $15.9M |
| $837K |
| 4 | BANDWIDTH INC. BANDWIDTH INC. 401(K) PROFIT SHARING AND TRUST | RALEIGH NC | 871 | $107.9M | $651K |
| 5 | AZUL SYSTEMS, INC. AZUL SYSTEMS, INC. 401(K) PLAN | SUNNYVALE CA | 104 | $21.1M | $550K |
| 6 | TALASCEND, LLC TALASCEND, LLC 401(K) PLAN | TROY MI | 895 | $18.1M | $237K |
| 7 | EARNHEART OIL INC EARNHEART OIL INC 401(K) PROFIT SHARING PLAN & TRUST | MARSHALL OK | 141 | $3.0M | $121K |
| 8 | TREESAP FARMS, LLC TREESAP FARMS, LLC 401(K) PLAN | HOUSTON TX | 1,682 | $9.4M | $73K |
| 9 | PYROTECNICO FIREWORKS, INC. LIVE EVENTS HOLDINGS 401(K) PLAN | NEW CASTLE PA | 288 | $9.9M | $69K |
| 10 | UNITED HELPERS, INC. UNITED HELPERS 401(K) RETIREMENT PLAN | OGDENSBURG NY | 478 | $9.0M | $67K |
