Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan U.S. Small Company R2 Mutual fund in their Schedule of Assets, totaling $794K 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 | PELLI CLARKE & PARTNERS PELLI CLARKE & PARTNERS SECTION 401(K) PLAN | NEW HAVEN CT | 71 | $20.2M | $794K |
