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 Mutual fund in their Schedule of Assets, totaling $6.5M 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 | AJINOMOTO FOODS NORTH AMERICA, INC. AJINOMOTO FOODS NORTH AMERICA, INC. 401K SAVINGS PLAN | ONTARIO CA | 3,093 | $161.8M | $2.7M |
| 2 | RYAN, SWANSON & CLEVELAND, PLLC RYAN RETIREMENT PLAN AND TRUST | SEATTLE WA | 83 | $56.6M | $1.1M |
| 3 | DECKERS OUTDOOR CORPORATION |
GOLETA CA |
| 2,257 |
| $168.3M |
| $1.1M |
| 4 | THE HOLTON-ARMS SCHOOL, INC. HOLTON-ARMS SCHOOL, INC. TAX DEFERRED SAVINGS & RETIREMENT PLAN | BETHESDA MD | 189 | $76.4M | $751K |
| 5 | THE CHEESECAKE FACTORY INCORPORATED THE CHEESECAKE FACTORY INCORPORATED 401(K) PLAN | CALABASAS HILLS CA | 5,427 | $96.9M | $412K |
| 6 | HAC, INC. HAC, INC. 401(K) PLAN | OKLAHOMA CITY OK | 2,246 | $28.0M | $143K |
| 7 | MARLINS TEAMCO LLC MARLINS TEAMCO LLC 401(K) PLAN | MIAMI FL | 195 | $21.4M | $99K |
| 8 | VALENCE MEDIA, LLC. VALENCE MEDIA, LLC 401(K) PLAN | BEVERLY HILLS CA | 26 | $35.8M | $75K |
| 9 | VALENCE MEDIA, LLC. VALENCE MEDIA 401(K) PLAN | BEVERLY HILLS CA | 86 | $44.4M | $57K |
| 10 | CLEARSKY HEALTH ACQUISITION, LLC CLEARSKY HEALTH RETIREMENT PLAN | ALBUQUERQUE NM | 1,505 | $13.6M | $52K |
