Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan JPMorgan Small Cap Growth in their Schedule of Assets, totaling $4.4M 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 | MITSUBISHI MOTORS NORTH AMERICA, INC. MITSUBISHI MOTORS NORTH AMERICA, INC. 401(K) SAVINGS PLAN | FRANKLIN TN | 301 | $265.3M | $4.0M |
| 2 | DELTA DENTAL OF NEW JERSEY, INC. DELTA DENTAL OF NEW JERSEY 401(K) AND PROFIT SHARING PLAN | PARSIPPANY NJ | 284 | $67.3M | $295K |
| 3 | JON M. HALL COMPANY, LLC |
SANFORD FL |
| 360 |
| $6.8M |
| $36K |