Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JP Morgan JP Morgan small cap growth fund in their Schedule of Assets, totaling $2.5M 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 | FORTEGRA FINANCIAL CORPORATION FORTEGRA FINANCIAL CORPORATION 401(K) SAVINGS PLAN | JACKSONVILLE FL | 495 | $43.0M | $894K |
| 2 | TILLYS TILLYS 401(K) PLAN | IRVINE CA | 7,242 | $46.9M | $603K |
| 3 | QUORUM BUSINESS SOLUTIONS (U.S.A.), INC. QUORUM BUSINESS SOLUTIONS (U.S.A.), INC 401(K) PROFIT SHARING PLAN |
HOUSTON TX |
| 573 |
| $140.0M |
| $600K |
| 4 | HARBOR, INC. HARBOR 403(B) PLAN | TOLEDO OH | 504 | $21.3M | $246K |
| 5 | SECURITY BANCORP OF TENNESSEE, INC. SECURITY BANCORP OF TENNESSEE SAFE HARBOR 401(K) PROFIT SHARING PLAN | DYERSBURG TN | 130 | $21.7M | $159K |
| 6 | A. HAROLD & ASSOCIATES, LLC A.HAROLD & ASSOCIATES, LLC. | JACKSONVILLE FL | 87 | $8.7M | $4K |
