Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding JPMorgan Small Cap Growth Fund Class R6 Mutual fund in their Schedule of Assets, totaling $6.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SARAH BUSH LINCOLN HEALTH CENTER SARAH BUSH LINCOLN HEALTH CENTER EMPLOYEE RETIREMENT PLAN | MATTOON IL | 3,436 | $344.1M | $2.5M |
| 2 | FORD AUDIO-VIDEO SYSTEMS, LLC FORD AUDIO-VIDEO SYSTEMS, LLC 401(K) RETIREMENT PLAN | OKLAHOMA CITY OK | 545 | $30.6M | $843K |
| 3 | WASSERMAN MEDIA GROUP, LLC |
LOS ANGELES CA |
| 1,460 |
| $107.7M |
| $761K |
| 4 | NORTH AMERICAN RISK SERVICES, INC. NORTH AMERICAN RISK SERVICES, INC. 401(K) PLAN | LAKE MARY FL | 536 | $30.8M | $352K |
| 5 | THE RMH GROUP, INC. THE RMH GROUP, INC. EMPLOYEE SAVINGS 401(K) PLAN | LAKEWOOD CO | 72 | $18.6M | $306K |
| 6 | ADSTRA, INC ADSTRA, INC.EMPLOYEE SAVINGS PLAN | PRINCETON NJ | 216 | $28.4M | $250K |
| 7 | BIOCARE MEDICAL, LLC BIOCARE MEDICAL 401(K) PLAN AND TRUST | PACHECO CA | 195 | $19.3M | $244K |
| 8 | BANKER'S TOOLBOX, INC. ABRIGO EMPLOYEE SAVINGS PLAN | AUSTIN TX | 617 | $76.5M | $211K |
| 9 | PPL HEALTHCARE LLC PPL HEALTHCARE LLC 401(K) PLAN | SELLERSVILLE PA | 166 | $19.5M | $206K |
| 10 | OUTSOURCE, LLC OUTSOURCE, LLC 401K PROFIT SHARING PLAN | EL SEGUNDO CA | 8,298 | $20.2M | $177K |
