Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMORGAN SMALL CAP GROWTH CLASS R3 Registered Investment Company in their Schedule of Assets, totaling $393K 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 | LOGIX COMMUNICATIONS, LP LOGIX COMMUNICATIONS, LP 401(K) PLAN | HOUSTON TX | 177 | $18.1M | $393K |
