Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan U.S. Small Company Fund Mutual fund in their Schedule of Assets, totaling $14.8M 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 | X CORP. X CORP. 401(K) PLAN | SAN FRANCISCO CA | 823 | $574.3M | $6.7M |
| 2 | SHUTTERFLY, LLC SHUTTERFLY, LLC 401(K) PLAN | SAN JOSE CA | 5,488 | $380.2M | $4.8M |
| 3 | WRIGHT-PIERCE WRIGHT-PIERCE EMPLOYEES SECTION 401(K) PROFIT SHARING PLAN | TOPSHAM |
| 342 |
| $76.9M |
| $1.4M |
| 4 | SOUTHEASTERN PROPERTY MANAGEMENT LLC SOUTHEASTERN PROPERTY MANAGEMENT LLC 401(K) PLAN | BIRMINGHAM AL | 705 | $15.9M | $1.3M |
| 5 | OMADA HEALTH, INC. OMADA HEALTH RETIREMENT PLAN | SOUTH SAN FRANCISCO CA | 795 | $45.8M | $404K |
| 6 | COGNIA, INC. COGNIA ERISA 403(B) PLAN | ALPHARETTA GA | 423 | $101.6M | $212K |
| 7 | TRAX RETAIL, INC. TRAX 401(K) PLAN | BOSTON MA | 145 | $10.2M | $86K |
| 8 | EXER HOLDING COMPANY LLC EXER HOLDING COMPANY LLC 401(K) & PROFIT SHARING PLAN | EL SEGUNDO CA | 575 | $5.9M | $40K |
