Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding JPMORGAN US SMALL COMPANY R2 in their Schedule of Assets, totaling $2.0M 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 | GORDON TECHNOLOGIES LLC GORDON TECHNOLOGIES 401(K) PLAN AND TRUST | SCOTT LA | 444 | $10.1M | $504K |
| 2 | INFOVISION, INC INFOVISION, INC 401K PLAN | RICHARDSON TX | 291 | $12.3M | $164K |
| 3 | POWER DIGITAL MARKETING INC. POWER DIGITAL MARKETING INC. 401(K) PROFIT SHARING PLAN TRUST |
SAN DIEGO CA |
| 536 |
| $18.8M |
| $162K |
| 4 | TENDER LOVING CARE MANAGEMENT TLC MANAGEMENT, INC. 401(K) PLAN | MARION IN | 2,102 | $31.0M | $151K |
| 5 | SHEIN DISTRIBUTION CORPORATION SHEIN DISTRIBUTION CORPORATION- 401K PLAN | LOS ANGELES CA | 267 | $4.7M | $104K |
| 6 | HDL MANAGEMENT USA CORPORATION HDL MANAGEMENT USA CORPORATION- 401K PLAN | ARCADIA CA | 440 | $4.4M | $95K |
| 7 | FREEALLIANCE.COM LLC FREEALLIANCE.COM LLC 401(K) PROFIT SHARING PLAN & TRUST | RESTON VA | 413 | $5.2M | $85K |
| 8 | SWANK TEK INC SWANK TEK INC 401(K) PLAN | NUTLEY NJ | 139 | $3.7M | $84K |
| 9 | AA METALS, INC. AA METALS, INC. 401(K) PLAN | ORLANDO FL | 111 | $2.1M | $78K |
| 10 | ANDRUS TRANSPORTATION SERVICES I ANDRUS TRANSPORTATION SERVICES, INC. 401(K) PLAN | ST GEORGE UT | 258 | $4.6M | $69K |
