Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Small Cap Growth Registered investment companies in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KERN RADIOLOGY MEDICAL GROUP, INC. KERN RADIOLOGY MEDICAL GROUP, INC. 401(K) RETIREMENT PLAN | BAKERSFIELD CA | 55 | $13.8M | $560K |
| 2 | YACULTA COMPANIES, INC. YACULTA COMPANIES, INC. PROFIT SHARING PLAN & 401(K) PLAN | VANCOUVER WA | 266 | $34.7M | $471K |
| 3 | NORTH PACIFIC SEAFOODS, INC. |
EDMONDS WA |
| 388 |
| $30.3M |
| $156K |
