Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding JPMorgan SmCp Growth Fnd R6 Registered Investment Company in their Schedule of Assets, totaling $10.9M 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 | AVL MICHIGAN HOLDING CORPORATION AVL NORTH AMERICA, INC. 401(K) PLAN | PLYMOUTH MI | 505 | $152.0M | $1.4M |
| 2 | GROCERY DELIVERY E-SERVICES, INC. HELLOFRESH 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 8,838 | $105.6M | $1.2M |
| 3 | M3 INSURANCE SOLUTIONS, INC. M3 RETIREMENT SAVINGS PLAN |
MADISON WI |
| 468 |
| $116.7M |
| $1.1M |
| 4 | FC COMPASSUS, LLC COMPASSUS 401(K) PLAN | BRENTWOOD TN | 6,966 | $169.8M | $1.0M |
| 5 | HUMANSCALE CORPORATION HUMANSCALE 401(K) PLAN | PISCATAWAY NJ | 697 | $67.5M | $821K |
| 6 | COLONY DISPLAY, LLC COLONY DISPLAY, LLC 401(K) PLAN | BARTLETT IL | 203 | $6.6M | $753K |
| 7 | BANKERS BANK BANKERS' BANK 401(K) PLAN | MADISON WI | 133 | $35.4M | $683K |
| 8 | WCM PHYSICIANS PRACTICES, LLC WMC PHYSICIANS PRACTICES, LLC 401(K) PLAN | WEIRTON WV | 296 | $25.4M | $614K |
| 9 | MAI WEALTH MANAGEMENT, INC. MAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN | INDEPENDENCE OH | 503 | $67.7M | $481K |
| 10 | EFTEC NORTH AMERICA LLC EFTEC SAVINGS PLAN | TAYLOR MI | 90 | $15.2M | $474K |
