Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding JP Morgan Small Cap Growth Fund R6 " in their Schedule of Assets, totaling $11.4M 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 | EMERGENCY CARE CONSULTANTS, P.A. THE EMERGENCY CARE CONSULTANTS RETIREMENT PLAN AND TRUST | MINNEAPOLIS MN | 301 | $110.3M | $4.8M |
| 2 | HALDOR TOPSOE, INC. DEFERRED SALARY PLAN FOR EMPLOYEES OF HALDOR TOPSOE, INC. | HOUSTON TX | 212 | $87.2M | $4.0M |
| 3 | FC COMPASSUS, LLC |
BRENTWOOD TN |
| 6,966 |
| $169.8M |
| $1.0M |
| 4 | VISITING NURSE ASSOCIATION OF THE TREASURE COAST, INC. VNA OF THE TREASURE COAST 403(B) PLAN | VERO BEACH FL | 445 | $20.1M | $793K |
| 5 | STANDARD DUPLICATING MACHINES CORP STANDARD DUPLICATING MACHINES CORP. PROFIT SHARING AND 401(K) PLAN | ANDOVER MA | 96 | $24.8M | $283K |
| 6 | EPIPHANY BUSINESS SERVICES, LLC EPIPHANY BUSINESS SERVICES, LLC PROFIT SHARING PLAN AND TRUST | AUSTIN TX | 1,220 | $37.7M | $229K |
| 7 | KENTUCKY EASTER SEALS SOCIETY, INC. KENTUCKY EASTER SEAL SOCIETY, INC. RETIREMENT SAVINGS PLAN | LEXINGTON KY | 88 | $17.9M | $131K |
| 8 | ADURO, LLC ADURO 401(K) PLAN | REDMOND WA | 48 | $7.6M | $54K |
| 9 | AMERICANTCS FIDUCIARY SERVICES, LLC BLUESTAR BKS POOLED EMPLOYER PLAN | PITTSBURGH PA | 948 | $14.5M | $51K |
| 10 | CDO TECHNOLOGIES CDO TECHNOLOGIES 401K RETIREMENT PLAN | DAYTON OH | 121 | $11.1M | $2K |
