Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding JPMorgan JPMorgan Small Cap Growth R6 in their Schedule of Assets, totaling $13.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNITED REFRIGERATION INC. UNITED REFRIGERATION AND AFFILIATES RETIREMENT AND 401K PLAN | PHILADELPHIA PA | 1,669 | $210.2M | $6.7M |
| 2 | SPECTRIS, INC. THE SPECTRIS GROUP SAFE HARBOR 401(K) RETIREMENT PLAN | WESTBOROUGH MA | 1,929 | $272.7M | $1.3M |
| 3 | PLANNED PARENTHOOD/ORANGE AND SAN BERNARDINO COUNTIES, INC. |
ANAHEIM CA |
| 569 |
| $51.1M |
| $804K |
| 4 | FLOOR AND DECOR OUTLETS OF AMERICA, INC. FLOOR AND DECOR OUTLETS OF AMERICA, INC. 401K RETIREMENT PLAN | ATLANTA GA | 9,962 | $157.2M | $728K |
| 5 | ROLAND MACHINERY COMPANY ROLAND MACHINERY COMPANY EMPLOYEE BENEFIT PLAN AND TRUST | SPRINGFIELD IL | 314 | $46.3M | $650K |
| 6 | FINCHEY CORPORATION OF CALIFORNIA DBA PACIFIC BMW PACIFIC DEALERSHIP GROUP RETIREMENT PLAN | GLENDALE CA | 171 | $20.1M | $466K |
| 7 | NORWICH UNIVERSITY NORWICH UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | NORTHFIELD VT | 1,016 | $175.8M | $386K |
| 8 | FIRELANDS REGIONAL HEALTH SYSTEM FIRELANDS REGIONAL HEALTH SYSTEM 401(K) PLAN | SANDUSKY OH | 1,789 | $74.9M | $307K |
| 9 | FIRELANDS REGIONAL HEALTH SYSTEM FIRELANDS REGIONAL HEALTH SYSTEM 401(K) PLAN | SANDUSKY OH | 1,762 | $59.6M | $247K |
| 10 | W.D. LARSON COMPANIES LTD, INC. W.D. LARSON COMPANIES LTD, INC. 401K RETIREMENT PLAN | ST. LOUIS PARK MN | 782 | $55.4M | $247K |
