Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMORGAN SMALL CAP GROWTH - A in their Schedule of Assets, totaling $1.6M 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 | NEXUS HEALTH SYSTEMS, LTD NEXUS HEALTH SYSTEMS, LTD 401(K) PLAN | HOUSTON TX | 815 | $14.0M | $658K |
| 2 | VIRGINIA SPINE INSTITUTE, PLC VIRGINIA SPINE INSTITUTE, PLC 401(K) PROFIT SHARING PLAN AND T | RESTON VA | 117 | $15.1M | $364K |
| 3 | RHAPSODY INTERNATIONAL, INC. |
SEATTLE WA |
| 26 |
| $14.1M |
| $324K |
| 4 | QUORUM GROUP LLC DBA TAKE FORM TAKE FORM 401(K) PROFIT SHARING PLAN & TRUST | MEDINA NY | 205 | $8.0M | $209K |
