Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding JP Morgan Sm Cp Growth R6 Fund in their Schedule of Assets, totaling $8.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GRINNELL MUTUAL REINSURANCE COMPANY GRINNELL MUTUAL SAVINGS AND INVESTMENT PLAN | GRINNELL IA | 743 | $151.7M | $4.8M |
| 2 | KELLEY TRUCKING INC. KELLEY TRUCKING INC. 401(K) SAVINGS PLAN | GOLDEN CO | 147 | $19.6M | $1.2M |
| 3 | MONROE MEDICAL FOUNDATION INC DBA MONROE COUNTY MEDICAL CENTER |
TOMPKINSVILLE KY |
| 240 |
| $11.7M |
| $511K |
| 4 | A123 SYSTEMS LLC A123 SYSTEMS LLC 401(K) PLAN | NOVI MI | 105 | $25.3M | $455K |
| 5 | SK BATTERY AMERICA, INC. SK BATTERY AMERICA, INC. 401(K) PLAN | COMMERCE GA | 1,708 | $16.7M | $327K |
| 6 | PARRY LABS, LLC PARRY LABS 401(K) PLAN | ALEXANDRIA VA | 221 | $15.7M | $219K |
| 7 | WDC ACQUISITION LLC WDC 401(K) AND PROFIT SHARING PLAN | CRESTON IA | 290 | $8.5M | $193K |
| 8 | ALTERNATIVE BEHAVIOR STRATEGIES, LLC ALTERNATIVE BEHAVIOR STRATEGIES RETIREMENT PLAN | ENCINO CA | 2,723 | $20.3M | $185K |
| 9 | SOUTHERN INDIANA RESOURCE SOLUTIONS, INC. SIRS 403(B) PLAN | BOONVILLE IN | 132 | $2.4M | $78K |
| 10 | HOLLINS MANAGEMENT GROUP, INC. HOLLINS MANAGEMENT GROUP, INC.401(K) PLAN | UPLAND CA | 4,891 | $9.1M | $30K |
