Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan Small Cap Growth in their Schedule of Assets, totaling $9.8M 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 | INCYTE CORPORATION INCYTE CORPORATION 401(K) PLAN | WILMINGTON DE | 1,903 | $513.0M | $8.9M |
| 2 | TED BRITT FORD SALES, INC. TED BRITT FORD SALES, INC. 401(K) PROFIT SHARING PLAN | FAIRFAX VA | 318 | $29.8M | $346K |
| 3 | EVENING POST GROUP, LLC EVENING POST GROUP, LLC EMPLOYEE RETIREMENT PLAN |
CHARLESTON SC |
| 168 |
| $8.3M |
| $215K |
| 4 | SCALED AGILE, INC. SCALED AGILE 401(K) PLAN | BOULDER CO | 125 | $15.0M | $215K |
| 5 | GOODWILL OF THE GREAT PLAINS 401(K) PLAN OF GOODWILL OF THE GREAT PLAINS | SIOUX CITY IA | 260 | $6.7M | $31K |
| 6 | MISSION ECONOMIC DEVELOPMENT AGENCY MEDA RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 85 | $6.7M | $29K |
| 7 | SUNLAND EMPLOYEE LEASING, LLC SUNLAND EMPLOYEE LEASING, LLC 401(K) PLAN | CHATTANOOGA TN | 392 | $2.9M | $28K |
| 8 | HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN | DOWNERS GROVE IL | 82 | $25.8M | $21K |
