Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 61 U.S. retirement plans report holding Jpmorgan Small Cap Growth R6 in their Schedule of Assets, totaling $19.9M 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 | JETRO CASH & CARRY ENTERPRISES, LLC JETRO CASH & CARRY ENTERPRISES, LLC RETIREMENT SAVINGS PLAN | WHITESTONE NY | 3,671 | $163.7M | $3.0M |
| 2 | AMSPEC, LLC AMSPEC, LLC RETIREMENT SAVINGS PLAN | CRANBURY NJ | 1,960 | $104.1M | $2.9M |
| 3 | HERZOG CONTRACTING CORP. HERZOG CONTRACTING CORP. 401(K) PLAN |
ST JOSEPH MO |
| 1,593 |
| $154.0M |
| $1.7M |
| 4 | PARTS AUTHORITY LLC PARTS AUTHORITY LLC PROFIT SHARE/401K PLAN | LAKE SUCCESS NY | 5,675 | $77.5M | $1.6M |
| 5 | TECHNOMICS, INC. TECHNOMICS, INC. 401(K) PROFIT SHARING PLAN | ARLINGTON VA | 282 | $35.3M | $870K |
| 6 | B & M PRECISION, INC. B & M PRECISION, INC. | RUSKIN FL | 275 | $23.1M | $865K |
| 7 | INVUE SECURITY PRODUCTS, INC. INVUE SECURITY PRODUCTS INC. PENSION PLAN | CHARLOTTE NC | 169 | $30.1M | $673K |
| 8 | AHERN RENTALS, INC. AHERN 401(K) RETIREMENT PLAN | LAS VEGAS NV | 628 | $17.6M | $661K |
| 9 | EL REY MEXICAN PRODUCTS, INC. EL REY MEXICAN PRODUCTS, INC. PROFIT SHARING PLAN | MILWAUKEE WI | 535 | $16.9M | $596K |
| 10 | VERA INSTITUTE OF JUSTICE, INC. VERA INSTITUTE OF JUSTICE TAX SHELTERED ANNUITY PLAN | BROOKLYN NY | 248 | $20.5M | $592K |
