Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Small Cap Growth Fund Class R6 Registered Investment Company in their Schedule of Assets, totaling $780K 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 | QB ENERGY MANAGEMENT, LLC QB ENERGY 401(K) PLAN | DENVER CO | 221 | $36.9M | $409K |
| 2 | CAERUS OPERATING LLC CAERUS OPERATING LLC 401(K) PLAN | DENVER CO | 311 | $34.6M | $353K |
| 3 | HIGHER LOGIC, LLC HIGHER LOGIC RETIREMENT PLAN |
| 249 |
| $29.1M |
| $17K |
