Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding JPMorgan US Small Company A in their Schedule of Assets, totaling $2.4M 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 | HUTCHINS MOTORS, INC. O'CONNOR GMC RETIREMENT SAVINGS PLAN | AUGUSTA ME | 194 | $16.5M | $473K |
| 2 | LUXURY BRAND PARTNERS LLC LUXURY BRAND PARTNERS LLC 401(K) PLAN | MIAMI FL | 215 | $10.1M | $277K |
| 3 | ADVANCED DIGITAL DATA, INC. ADVANCED DIGITAL DATA INC. EMPLOYEE SAVINGS PLAN |
FLANDERS NJ |
| 131 |
| $32.2M |
| $243K |
| 4 | IRADIMED CORPORATION IRADIMED CORPORATION 401K PROFIT SHARING PLAN TRUST | ORLANDO FL | 153 | $14.9M | $177K |
| 5 | INVESTMENT PROPERTY GROUP UT INVESTMENT PROPERTY GROUP UT 401(K) PLAN | PARK CITY UT | 360 | $7.0M | $119K |
| 6 | I3 BROADBAND, LLC I3 BROADBAND, LLC 401K AND PROFIT SHARING PLAN | EAST PEORIA IL | 343 | $8.3M | $115K |
| 7 | SEMPER VALENS SOLUTIONS, INC. SEMPER VALENS SOLUTIONS, INC. 401(K) PLAN | CANYON LAKE TX | 193 | $6.5M | $110K |
| 8 | BROTHERS PRODUCE OF DALLAS INC BROTHERS PRODUCE OF DALLAS INC 401(K) PLAN | DALLAS TX | 306 | $2.0M | $107K |
| 9 | KORE.AI, INC KORE.AI, INC 401K PLAN | ORLANDO FL | 192 | $6.5M | $103K |
| 10 | CALLPOD, INC. CALLPOD, INC. 401K PLAN | CHICAGO IL | 334 | $12.2M | $102K |
