Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 51 U.S. retirement plans report holding Jpmorgan Small Cap Growth R6 Mutual Fund in their Schedule of Assets, totaling $14.6M 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 | TRITON MANAGEMENT SERVICES, LLC TRITON MANAGEMENT SERVICES, LLC 401(K) PLAN | CARLSBAD CA | 593 | $46.5M | $2.0M |
| 2 | UNIVERSITY HEALTH SYSTEM, INC. UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN | KNOXVILLE TN | 5,832 | $445.6M | $1.5M |
| 3 | OLD DOMINION ELECTRIC COOPERATIVE ODEC 401(K) PLAN | GLEN ALLEN VA | 140 | $42.9M | $1.2M |
| 4 | HOUSTON HEALTHCARE HOUSTON HOSPITALS, INC. PARTICIPATORY RETIREMENT PLAN | WARNER ROBINS GA | 2,427 | $124.0M | $1.2M |
| 5 | OPPORTUNITY ALLIANCE OPPORTUNITY ALLIANCE 403(B) PLAN | SOUTH PORTLAND ME | 465 | $17.0M | $779K |
| 6 | RE/MAX, LLC RE/MAX, LLC 401(K) RETIREMENT SAVINGS PLAN | DENVER CO | 517 | $76.4M | $595K |
| 7 | EP LOYA GROUP, LP FRED LOYA INSURANCE 401(K) RETIREMENT PLAN | EL PASO TX | 1,791 | $24.7M | $540K |
| 8 | PAVION CORP. PAVION CORP. 401(K) PLAN | CHANTILLY VA | 2,303 | $184.0M | $539K |
| 9 | PULMONX CORPORATION PULMONX 401(K) PROFIT SHARING PLAN | REDWOOD CITY CA | 229 | $21.0M | $515K |
| 10 | WM. T. BURNETT HOLDING LLC WM. T. BURNETT 401(K) RETIREMENT PLAN | BALTIMORE MD | 381 | $25.7M | $512K |
