Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMORGAN SMALL CAP GROWTH R3 in their Schedule of Assets, totaling $516K 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 | BAYFIRST SOLUTIONS, LLC BAYFIRST SOLUTIONS 401(K) PLAN | WASHINGTON DC | 0 | $0 | $231K |
| 2 | WP6 RESTAURANT MGT. GROUP, LLC WOLFGANG PUCK GROUP 401(K) PLAN | LAS VEGAS NV | 749 | $16.0M | $147K |
| 3 | KATAYAMA AMERICAN COMPANY, INC. KACI RETIREMENT SAVINGS PLAN |
SHELBYVILLE KY |
| 314 |
| $12.1M |
| $138K |