Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Jpmorgan Small Cap Growth R6 Registered Investment Company in their Schedule of Assets, totaling $170.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BLACK & VEATCH HOLDING COMPANY BLACK & VEATCH MASTER TRUST | KANSAS CITY MO | — | $1.6B | $68.4M |
| 2 | BVH, INC. BLACK & VEATCH MASTER TRUST | OVERLAND PARK KS | — | $1.8B | $67.8M |
| 3 | ARCTIC SLOPE REGIONAL CORPORATION ARCTIC SLOPE REGIONAL CORPORATION AND SUBSIDIARIES EMPLOYEES RETIREMENT PLAN |
ANCHORAGE AK |
| 15,212 |
| $1.5B |
| $29.4M |
| 4 | MOOR + SOUTH/PIER MANAGEMENT CO., L.P. MOOR + SOUTH EMPLOYEES' 401(K) SAVINGS PLAN | SAN FRANCISCO CA | 252 | $31.1M | $1.9M |
| 5 | VITA-MIX HOLDINGS COMPANY VITA-MIX COMPANIES 401(K) PLAN | CLEVELAND OH | 561 | $76.7M | $1.1M |
| 6 | WILMINGTON FRIENDS SCHOOL, INC. WILMINGTON FRIENDS SCHOOL 403(B) RETIREMENT PLAN | WILMINGTON DE | 147 | $54.5M | $710K |
| 7 | TABLE MOUNTAIN RANCHERIA BAND OF INDIANS TABLE MOUNTAIN RANCHERIA 401(K) PLAN | FRIANT CA | 1,164 | $45.3M | $681K |
| 8 | ECAPITAL ENTERPRISES CORP. ECAPITAL ENTERPRISES CORP. 401(K) PLAN | AVENTURA FL | 161 | $17.8M | $178K |
| 9 | EVENT NETWORK, LLC EVENT NETWORK, LLC 401(K) PLAN | SAN DIEGO CA | 1,137 | $11.0M | $115K |
| 10 | DNANEXUS, INC. DNANEXUS, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 147 | $16.3M | $110K |