Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Funds JP Morgan Small-Cap Growth Fund in their Schedule of Assets, totaling $532K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MILWAUKEE BUCKS, LLC MILWAUKEE BUCKS RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 365 | $29.1M | $511K |
| 2 | SERENDIPITY CENTER, INC. SERENDIPITY CENTER 403(B) PLAN | PORTLAND OR | 87 | $4.9M | $21K |
