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 Mutual fund N/A in their Schedule of Assets, totaling $13.5M 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 | OTTER TAIL CORPORATION OTTER TAIL CORPORATION RETIREMENT SAVINGS | FARGO ND | 2,338 | $411.1M | $10.9M |
| 2 | BEDFORD INDUSTRIES, INC. BEDFORD INDUSTRIES, INC. SALARY SAVINGS PLAN | WORTHINGTON MN | 364 | $71.3M | $2.4M |
| 3 | BUFFALO RIDGE CONCRETE, INC. BUFFALO RIDGE CONCRETE, INC. 401(K) PLAN AND TRUST |
CROOKS SD |
| 140 |
| $7.0M |
| $160K |
| 4 | REV RENEWABLES OPS, LLC REV RENEWABLES OPS, LLC 401(K) PLAN | NEW YORK NY | 142 | $26.5M | $56K |
| 5 | WATERFRONT BRANDS WATERFRONT BRANDS RETIREMENT PLAN | FERGUS FALLS MN | 314 | $10.8M | $47K |
