Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan U.S. Small Company R6 Mutual fund in their Schedule of Assets, totaling $485K 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 | DANELLA COMPANIES, INC. THE DANELLA COMPANIES 401(K) PLAN | PLYMOUTH MEETING PA | 1,946 | $20.0M | $309K |
| 2 | YUSHIRO MANUFACTURING AMERICA, INC. YUSHIRO / QUALICHEM 401(K) PLAN | SHELBYVILLE IN | 157 | $15.4M | $106K |
| 3 | CLINE CELLARS, INC. CLINE CELLARS 401(K) SAVINGS PLAN |
SONOMA CA |
| 175 |
| $10.0M |
| $70K |
