Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan Small Cap Growth Fund Registered investment company in their Schedule of Assets, totaling $97K 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 | DAY 1 ACADEMIES DAY 1 ACADEMIES 401(K) PLAN | MERCER ISLAND WA | 628 | $14.3M | $43K |
| 2 | MARIETTA HEALTH CARE PHYSICIANS, INC. MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN | MARIETTA OH | 352 | $72.8M | $31K |
| 3 | DOMAINE CARNEROS LTD DOMAINE CARNEROS, LTD 401(K) PROFIT SHARING PLAN |
NAPA CA |
| 128 |
| $10.8M |
| $14K |
| 4 | SOCIAL AND ENVIRONMENTAL ENTREPRENEURS SEE 403(B) RETIREMENT PLAN | CALABASAS CA | 457 | $3.7M | $9K |
