Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan Small Cap Growth R5 Mutual Fund in their Schedule of Assets, totaling $53K 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 | CODMAN SQUARE HEALTH CENTER, INC. CODMAN SQUARE HEALTH CENTER 403(B) PENSION PLAN | DORCHESTER MA | 318 | $18.4M | $53K |
