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 Mutual Fund N/A in their Schedule of Assets, totaling $24.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THOMPSON HINE LLP THOMPSON HINE LLP RETIREMENT PLAN | CLEVELAND OH | 767 | $460.1M | $23.2M |
| 2 | WASHINGTON TOWNSHIP MEDICAL GROUP, INC. WASHINGTON TOWNSHIP MEDICAL GROUP, INC. 401K PLAN | FREMONT CA | 89 | $57.5M | $1.2M |
| 3 | BETHEL LUTHERAN NURSING & REHABILITATION CENTER |
WILLISTON ND |
| 133 |
| $6.7M |
| $6K |