Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding JP Morgan Small Cap Growth R6 Mutual fund in their Schedule of Assets, totaling $7.5M 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 | MARSHALL DENNEHEY, P.C. MARSHALL DENNEHEY, P.C. SAVINGS & INVESTMENT PLAN | PHILADELPHIA PA | 1,091 | $267.6M | $4.1M |
| 2 | BCP MANAGEMENT SERVICES, LLC KINETIK 401(K) PLAN | HOUSTON TX | 466 | $27.8M | $592K |
| 3 | SV-DVF HOLDINGS, LLC DIVERSIFIED SEARCH GROUP RETIREMENT PLAN |
PHILADELPHIA PA |
| 267 |
| $47.0M |
| $591K |
| 4 | LMLC OPERATIONS LLC LMLC OPERATIONS LLC RETIREMENT PLAN AND TRUST | BOZEMAN MT | 2,225 | $47.5M | $432K |
| 5 | ZARYA INTERMEDIATE, LLC. IOFFICE + SPACEIQ 401(K) SAVINGS PLAN | ATLANTA GA | 298 | $17.1M | $407K |
| 6 | AM PIERCE & ASSOCIATES, INC. AM PIERCE & ASSOCIATES 401(K) PLAN | CALIFORNIA MD | 144 | $12.5M | $375K |
| 7 | YELLOWSTONE CLUB OPERATIONS, LLC YELLOWSTONE CLUB OPERATIONS, LLC RETIREMENT PLAN AND TRUST | BOZEMAN MT | 1,132 | $27.0M | $329K |
| 8 | ARMELLINI EXPRESS LINES, INC. ARMELLINI EXPRESS LINES, INC. AND SUBSIDIARIES PROFIT SHARING PLAN | PALM CITY FL | 409 | $21.6M | $235K |
| 9 | IG US HOLDINGS, INC. IG US HOLDINGS, INC. 401(K) PLAN | CHICAGO IL | 257 | $31.1M | $167K |
| 10 | ABBOTT, STRINGHAM & LYNCH ACCOUNTANCY CORPORATION ABBOTT, STRINGHAM & LYNCH ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN | CAMPBELL CA | 104 | $31.7M | $125K |
