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 N/R in their Schedule of Assets, totaling $2.8M 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 | M3 INSURANCE SOLUTIONS, INC. M3 RETIREMENT SAVINGS PLAN | MADISON WI | 468 | $116.7M | $1.1M |
| 2 | BURKE & HERBERT FINANICAL SERVICES CORP. SUMMIT FINANCIAL GROUP, INC. DEFINED CONTRIBUTION PLAN | MOOREFIELD WV | 472 | $46.1M | $849K |
| 3 | SUMMIT FINANCIAL GROUP, INC. |
MOOREFIELD WV |
| 487 |
| $43.0M |
| $830K |
