Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding JPMorgan Small-Cap Growth Fund in their Schedule of Assets, totaling $23.3M 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 | OOCL (USA) INC. OOCL (USA) INC. SAVINGS PLAN | SOUTH JORDAN UT | 442 | $164.2M | $6.2M |
| 2 | MOOG, INC. MOOG INC. RETIREMENT SAVINGS PLAN | EAST AURORA NY | 5,525 | $677.7M | $4.4M |
| 3 | OOCL USA INC. OOCL (USA) INC. DEFINED CONTRIBUTION PENSION PLAN |
| 455 |
| $97.4M |
| $3.9M |
| 4 | KNUTSON HOLDINGS, INC. KNUTSON HOLDINGS, INC. 401(K) PLAN | MINNEAPOLIS MN | 144 | $39.5M | $1.9M |
| 5 | CENTRAL BANK ILLINOIS CENTRAL BANK ILLINOIS 401(K) PROFIT SHARING PLAN | GENESEO IL | 162 | $51.2M | $1.8M |
| 6 | WAUSAU COATED PRODUCTS, INC. WAUSAU COATED PRODUCTS, INC. 401(K) PLAN | WAUSAU WI | 342 | $35.7M | $1.6M |
| 7 | BOULDER SCIENTIFIC COMPANY BOULDER SCIENTIFIC COMPANY 401(K) SAVINGS & RETIREMENT PLAN | MEAD CO | 198 | $28.2M | $627K |
| 8 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN | SAN FRANCISCO CA | 404 | $103.9M | $486K |
| 9 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES 403(B) TDA PLAN | SAN FRANCISCO CA | 561 | $62.7M | $464K |
| 10 | PLAN FIDUCIARY SERVICES, INC. GREAT WEST AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN | CLEARWATER FL | 107 | $20.5M | $383K |
