Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JP Morgan Small Cap Growth Mutual fund in their Schedule of Assets, totaling $825K 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 | THE MAYER CORPORATION RLM ASSOCIATES RETIREMENT PLAN | IRVINE CA | 567 | $12.9M | $282K |
| 2 | KALEIDOSCOPE ANIMATIONS, INC. KALEIDOSCOPE ANIMATIONS, INC. 401(K) RETIREMENT PLAN | CINCINNATI OH | 270 | $15.1M | $182K |
| 3 | KEB AMERICA, INC. KEB AMERICA, INC. 401(K) PLAN |
SHAKOPEE MN |
| 125 |
| $16.2M |
| $120K |
| 4 | SAFE HAVEN HOLDINGS INC. SAFE HAVEN SECURITY 401(K) PLAN | NORTH KANSAS CITY MO | 1,520 | $20.5M | $105K |
| 5 | LUCKY STAR CASINO LUCKY STAR CASINO 401(K) RETIREMENT SAVINGS PLAN | CONCHO OK | 740 | $21.0M | $90K |
| 6 | SAFE HAVEN SECURITY SERVICES, INC. SAFE HAVEN SECURITY 401(K) PLAN | NORTH KANSAS CITY MO | 1,452 | $10.4M | $46K |
