Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan JP Morgan Small Cap Growth in their Schedule of Assets, totaling $1.4M 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 | PEACE RIVER CITRUS PRODUCTS, INC. PEACE RIVER CITRUS PRODUCTS, INC. 401(K) PROFIT SHARING PLAN & TRUST | ARCADIA FL | 516 | $71.3M | $1.0M |
| 2 | ALLIANCE COLLECTION AGENCIES, INC. ALLIANCE COLLECTION AGENCIES, INC. 401(K) PLAN | MARSHFIELD WI | 121 | $6.5M | $329K |
