Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan JPMorgan Small Cap Growth R6 in their Schedule of Assets, totaling $705K 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 | FIRELANDS REGIONAL HEALTH SYSTEM FIRELANDS REGIONAL HEALTH SYSTEM 401(K) PLAN | SANDUSKY OH | 1,762 | $59.6M | $247K |
| 2 | MORTGAGE ASSETS MANAGEMENT, LLC MORTGAGE ASSETS MANAGEMENT, LLC 401(K) PLAN | AUSTIN TX | 6 | $4.5M | $222K |
| 3 | SOURCE MANAGEMENT, INC. SOURCE MANAGEMENT, INC. 401(K) PLAN |
GOLDEN CO |
| 62 |
| $6.3M |
| $182K |
| 4 | HAVER TYLER, INC. HAVER TYLER PROFIT SHARING & SAVINGS PLAN | MENTOR OH | 282 | $11.4M | $54K |
