Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding JPMorgan Small-Cap Growth Fund Class R6 in their Schedule of Assets, totaling $3.1M 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 | NIIT (USA), INC. NIIT (USA), INC. 401(K) PLAN | ATLANTA GA | 345 | $48.5M | $671K |
| 2 | SOVEREIGN HEALTHCARE HOLDINGS, LLC SOVEREIGN HEALTHCARE 401(K) PLAN | CASSELBERRY FL | 4,456 | $31.2M | $561K |
| 3 | COMPASS, INC. COMPASS 401(K) PLAN | NEW YORK |
| 2,754 |
| $172.2M |
| $486K |
| 4 | NRB GROUP, LLC NRB GROUP, LLC 401(K) PLAN | CHATTANOOGA TN | 677 | $21.7M | $298K |
| 5 | AS AMERICA, INC. AS AMERICA, INC. 401(K) PLAN | PISCATAWAY NJ | 1,765 | $171.8M | $263K |
| 6 | VIRGINIA PHYSICIANS, INC. VIRGINIA PHYSICIANS, INC. 401(K) PLAN | GLEN ALLEN VA | 371 | $66.0M | $230K |
| 7 | BELLWETHER ASSET MANAGEMENT, INC. BELLWETHER ASSET MANAGEMENT 401(K) PLAN | EL SEGUNDO CA | 213 | $12.6M | $185K |
| 8 | BVI BVI RETIREMENT SAVINGS PLAN | WALTHAM MA | 222 | $20.7M | $133K |
| 9 | URGENT CARE CENTERS OF NEW ENGLAND, INC. EMERGENCE HEALTH HOLDINGS RETIREMENT PLAN | CONCORD NH | 512 | $13.7M | $112K |
| 10 | UMONGOUS INC UMONGOUS INC 401(K) PROFIT SHARING PLAN & TRUST | MARLTON NJ | 113 | $7.8M | $57K |
