Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan Small Cap Growth Fund Class R6 in their Schedule of Assets, totaling $19.1M 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 | JUSTWORKS EMPLOYMENT GROUP, LLC JUSTWORKS RETIREMENT SAVINGS PLAN | NEW YORK NY | 147,007 | $3.9B | $18.7M |
| 2 | MERIDIAN HEALTHCARE 403(B) THRIFT PLAN FOR EMPLOYEES OF MERIDIAN HEALTHCARE | YOUNGSTOWN OH | 272 | $5.9M | $216K |
| 3 | TK SERVICES, INC. SONSRAY 401(K) PROFIT SHARING PLAN |
TORRANCE CA |
| 618 |
| $36.0M |
| $68K |
| 4 | ROBERT'S HAWAII, INC. 401(K) PROFIT SHARING THRIFT PLAN OF ROBERT'S HAWAII, INC. & AFFILIATES | HONOLULU HI | 1,140 | $32.6M | $54K |