Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JP Morgan Small Cap Growth R6 Fund in their Schedule of Assets, totaling $3.4M 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 | VENDOR CREDENTIALING SERVICE, LLC D/B/A SYMPLR SYMPLR 401(K) PLAN AND TRUST | HOUSTON TX | 1,546 | $117.4M | $1.2M |
| 2 | REHABILITATION INSTITUTE OF CHICAGO DBA SHIRLEY RYAN ABILITYLAB REHABILITATION INSTITUTE OF CHICAGO D/B/A SHIRLEY RYAN ABILITYLAB 401(K) RETIREMENT SAVINGS PLAN | CHICAGO IL | 2,337 | $149.7M | $727K |
| 3 |
NEWPORT BEACH CA |
| 569 |
| $54.2M |
| $461K |
| 4 | CITIZENS BANK & TRUST CITIZENS BANK AND TRUST 401(K) PLAN | LAKE WALES FL | 215 | $15.1M | $430K |
| 5 | HAVER ANALYTICS, INC. HAVER ANALYTICS EMPLOYEE STOCK OWNERSHIP 401(K) PLAN | NEW YORK NY | 104 | $49.8M | $329K |
| 6 | NORTHEAST MICHIGAN COMMUNITY SERVICE AGENCY, INC. NORTHEAST MICHIGAN COMMUNITY SERVICE AGENCY, INC. PROFIT SHARING PLAN | ALPENA MI | 598 | $32.7M | $111K |
| 7 | TOBA, INC. TOBA, INC. PROFIT SHARING RETIREMENT PLAN | GRAND ISLAND NE | 398 | $6.3M | $102K |
