Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPM SM CAP GROWTH R6 Registered Investment Company in their Schedule of Assets, totaling $506K 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 | EVERGREEN MONEYSOURCE MORTGAGE COMPANY DBA EVERGREEN HOME LOANS SECURITY PLUS RETIREMENT SAVINGS PLAN | BELLEVUE WA | 427 | $60.9M | $435K |
| 2 | THE CLUB AT IBIS PROPERTY OWNER'S ASSOCIATION, INC. D/B/A THE CLUB AT IBIS 401(K) RETIREMENT SAVINGS PLAN | WEST PALM BEACH FL | 539 | $12.9M | $54K |
| 3 | SAMUELSEN, GONZALEZ, VALENZUELA & BROWN LLP |
IRVINE CA |
| 82 |
| $16.0M |
| $16K |
