Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JPMorgan Small Cap Growth R6 Mutual funds in their Schedule of Assets, totaling $2.3M 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 | APELLIS PHARMACEUTICALS, INC. APELLIS PHARMACEUTICALS, INC. 401(K) PLAN | WALTHAM MA | 615 | $88.0M | $871K |
| 2 | LUMINE GROUP US HOLDING INC. LUMINE GROUP US HOLDING INC. 401(K) PLAN | LOWELL MA | 332 | $22.4M | $346K |
| 3 | TITANIUM PLATFORM, LLC TITANIUM PLATFORM, LLC 401(K) PLAN |
LOWELL MA |
| 89 |
| $9.0M |
| $316K |
| 4 | OTR WHEEL ENGINEERING, INC. OTR WHEEL ENGINEERING, INC. 401(K) PLAN | ROME GA | 481 | $19.0M | $232K |
| 5 | CASE PAPER CO., INC. CASE PAPER CO., INC. 401(K) PROFIT SHARING PLAN | HARRISON NY | 294 | $17.9M | $211K |
| 6 | BLUR STUDIO INC BLUR STUDIO INC 401(K) PLAN | LOS ANGELES CA | 86 | $13.5M | $125K |
| 7 | STIRLING PROPERTIES, LLC STIRLING PROPERTIES, LLC PROFIT SHARING PLAN | COVINGTON LA | 127 | $10.6M | $124K |
| 8 | KIMBALL UNION ACADEMY KIMBALL UNION ACADEMY DC RETIREMENT PLAN | MERIDEN NH | 149 | $31.8M | $18K |
| 9 | ASHEVILLE TRANSIT MANAGEMENT, LLC ASHEVILLE TRANSIT EMPLOYEES MONEY PURCHASE PENSION PLAN | ASHEVILLE NC | 80 | $3.2M | $16K |
