Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan Small Cap Growth R6 Fund Mutual fund in their Schedule of Assets, totaling $2.8M 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 | UST GLOBAL INC UST GLOBAL INC 401(K) PLAN | ALISO VIEJO CA | 3,713 | $169.6M | $1.3M |
| 2 | ATS ESOP HOLDINGS, INC. ATS 401(K) PLAN | RESTON VA | 571 | $102.6M | $662K |
| 3 | CEVA U.S. HOLDINGS, INC. CEVA U.S. HOLDINGS 401(K) PLAN | LENEXA KS |
| 718 |
| $71.0M |
| $620K |
| 4 | R.S. HUGHES COMPANY, INC. R.S. HUGHES COMPANY, INC. 401(K) PLAN | SUNNYVALE CA | 585 | $62.0M | $112K |
| 5 | GAIA INTERNATIONAL, INC. GAIA, INC. 401(K) PLAN | LOUISVILLE CO | 105 | $13.0M | $66K |
