Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding JP Morgan Jpmorgan Small Cap Growth R6 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 | CURRY SUPPLY COMPANY, INC. CURRY SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN | ALTOONA PA | 407 | $23.9M | $644K |
| 2 | DONALD B. RICE TIRE COMPANY, INC. DONALD B. RICE TIRE COMPANY, INC. 401(K) PLAN | FREDERICK MD | 257 | $16.3M | $468K |
| 3 | SIEBERT WILLIAMS SHANK & CO., LLC |
NEW YORK CITY NY |
| 146 |
| $57.5M |
| $428K |
| 4 | HARTE NISSAN, INC. HARTE AUTO GROUP 401(K) PLAN | HARTFORD CT | 212 | $16.3M | $240K |
| 5 | THE MCGUIRE GROUP THE MCGUIRE GROUP 401(K) PLAN | BUFFALO NY | 3,257 | $58.3M | $206K |
| 6 | RK STRATMAN, INC. RK STRATMAN, INC. 401(K) PROFIT-SHARING PLAN | WENTZVILLE MO | 91 | $9.0M | $150K |
| 7 | RRMM ARCHITECTS, P.C. RRMM ARCHITECTS, P. C. 401(K) PLAN | CHESAPEAKE VA | 130 | $19.3M | $113K |
| 8 | OPTIMUM HEALTHCARE IT, LLC OPTIMUM HIT LLC 401K PROFIT SHARING PLAN & TRUST | JACKSONVILLE BEACH FL | 476 | $14.5M | $109K |
| 9 | MINDSTRONG, INC. MINDSTRONG, INC. 401(K) PLAN | MENLO PARK CA | 130 | $3.4M | $75K |
| 10 | INTUITIVE HEALTH, LLC INTUITIVE HEALTH 401 (K) PLAN | PLANO TX | 855 | $14.8M | $69K |
