Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding J.P. Morgan Small Cap Growth in their Schedule of Assets, totaling $752K 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 | CLARE HOLDINGS, LLC CLARE HOLDINGS, LLC 401(K) PLAN | NORTH AURORA IL | 521 | $24.2M | $479K |
| 2 | PIONEER HUMAN SERVICES PIONEER HUMAN SERVICES 403(B) PLAN | SEATTLE WA | 718 | $47.1M | $246K |
| 3 | GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA, INC. GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA, INC. 403(B) THRIFT PLAN |
LOS ANGELES CA |
| 2,794 |
| $17.8M |
| $27K |
