Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Small Cap Growth Fund Mutual Fund N/A in their Schedule of Assets, totaling $2.9M 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 | ORTHOPEDIC INSTITUTE ORTHOPEDIC INSTITUTE PROFIT SHARING AND RETIREMENT SAVINGS PLAN | SIOUX FALLS SD | 240 | $74.0M | $1.4M |
| 2 | AMERICAN WATER WORKS ASSOCIATION AMERICAN WATER WORKS ASSOCIATION DEFINED CONTRIBUTION RETIREMENT PLAN | DENVER CO | 141 | $32.7M | $1.4M |
| 3 | WASHINGTON TOWNSHIP MEDICAL FOUNDATION |
FREMONT CA |
| 199 |
| $12.7M |
| $73K |
