Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Funds JPMorgan Small-Cap Growth Fund in their Schedule of Assets, totaling $46K 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 | THAMES VALLEY COUNCIL FOR COMMUNITY ACTION, INC. THAMES VALLEY COUNCIL FOR COMMUNITY ACTION, INC. EMPLOYEE CONTRIBUTION PLAN | JEWETT CITY CT | 329 | $11.0M | $27K |
| 2 | THAMES VALLEY COUNCIL FOR COMMUNITY ACTION, INC. THAMES VALLEY COUNCIL FOR COMMUNITY ACTION, INC. MONEY PURCHASE PENSION PLAN | JEWETT CITY CT | 104 | $12.0M | $19K |
