Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding 11 Charles Schwab Trust Bank JPMorgan Large Cap Growth in their Schedule of Assets, totaling $178K 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 | PROVIDENT ELECTRIC, INC. PROVIDENT ELECTRIC 401(K) PLAN | BLACK DIAMOND WA | 301 | $8.6M | $178K |
