Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Small Cap Growth Fund R6 Mutual funds in their Schedule of Assets, totaling $359K 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 | TRUVISTA COMMUNICATIONS, INC. TRUVISTA 401(K) RETIREMENT PLAN | CHESTER SC | 273 | $30.8M | $349K |
| 2 | WHATABURGER OF MESQUITE, INC. WHATABURGER OF MESQUITE, INC. PROFIT SHARING PLAN | MESQUITE TX | 612 | $3.5M | $10K |