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 in their Schedule of Assets, totaling $742K 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 | KRG MANAGEMENT, LLC KITE REALTY GROUP 401(K) PROFIT SHARING PLAN | INDIANAPOLIS IN | 225 | $45.7M | $263K |
| 2 | THE COLUMBUS ACADEMY THE COLUMBUS ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | GAHANNA OH | 427 | $79.9M | $256K |
| 3 | MAYFAIR PLASTICS, INC. MAYFAIR PLASTICS, INC. PROFIT SHARING 401(K) PLAN |
GAYLORD MI |
| 116 |
| $6.2M |
| $223K |