Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMorgan Small-Cap Growth Mutual Fund in their Schedule of Assets, totaling $4.6M 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 | WIELAND NORTH AMERICA, INC. WIELAND NORTH AMERICA, INC. RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 2,910 | $367.9M | $3.0M |
| 2 | TERRA ENERGY PARTNERS MANAGEMENT, LLC TERRA ENERGY PARTNERS 401(K) PLAN | HOUSTON TX | 264 | $49.9M | $763K |
| 3 | T2 FINANCIAL LLC |
WESTERVILLE OH |
| 830 |
| $15.7M |
| $367K |
| 4 | COMPARENETWORKS, INC. COMPARENETWORKS, INC. 401(K) PLAN | SAN FRANCISCO CA | 120 | $17.6M | $233K |
| 5 | INFOIMAGE OF CALIFORNIA, INC. INFOIMAGE OF CALIFORNIA, INC. RETIREMENT PLAN | BRISBANE CA | 163 | $17.3M | $121K |
| 6 | EVS, INC. EVS, INC. 401(K) AND PROFIT SHARING PLAN | EDEN PRAIRIE MN | 178 | $12.0M | $89K |
| 7 | QP HOLDINGS, LLC QUANTUM PLASTICS 401(K) PLAN | FORT SMITH AR | 292 | $11.8M | $11K |
