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 in their Schedule of Assets, totaling $159K 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 | WORLD CLASS TECHNOLOGY CORPORATION WORLD CLASS TECHNOLOGY 401(K) PLAN | MCMINNVILLE OR | 184 | $5.0M | $89K |
| 2 | CL CRESSLER, INC. CENTRAL PENNSYLVANIA PHARMACY GROUP SAVINGS PLAN | MECHANICSBURG PA | 53 | $4.7M | $57K |
| 3 | TRICOR INDUSTRIAL, INC. TRICOR INDUSTRIAL, INC. 401(K) PLAN |
WOOSTER OH |
| 225 |
| $11.8M |
| $12K |
