Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JPMorgan JPMorgan Small-Cap Growth Fund in their Schedule of Assets, totaling $2.9M 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 | GROCERY DELIVERY E-SERVICES, INC. HELLOFRESH 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 8,838 | $105.6M | $1.2M |
| 2 | GLOVIS AMERICA, INC. GLOVIS AMERICA, INC. 401(K) PLAN | IRVINE CA | 1,450 | $38.8M | $709K |
| 3 | MAI WEALTH MANAGEMENT, INC. MAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN |
INDEPENDENCE OH |
| 503 |
| $67.7M |
| $481K |
| 4 | CHOATE ROSEMARY HALL FOUNDATION, INC. CHOATE ROSEMARY HALL FOUNDATION, INC. DC RETIREMENT PLAN | WALLINGFORD CT | 348 | $222.7M | $140K |
| 5 | CLARUS COMMERCE LLC DBA EBBO EBBO 401(K) PLAN | ROCKY HILL CT | 176 | $22.4M | $101K |
| 6 | COMMUNITY HEALTH SERVICES, INC. COMMUNITY HEALTH SERVICES, INC. 401(K) PLAN | HARTFORD CT | 161 | $10.6M | $99K |
| 7 | THE ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK 401(K) PLAN | NEW YORK NY | 128 | $29.0M | $55K |
| 8 | ATG MANAGEMENT SERVICES, INC. CHICAGO AMBULANCE ALLIANCE 401(K) PLAN | TINLEY PARK IL | 229 | $5.3M | $51K |
| 9 | THE SUPER DENTISTS, INC. SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TH | SAN DIEGO CA | 216 | $8.7M | $27K |
