Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding J.P. Morgan JPMorgan Large Cap Growth Fund; Class R6 in their Schedule of Assets, totaling $27.7M 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 | AMERICAN BAR ASSOCIATION THRIFT PLAN FOR EMPLOYEES OF THE AMERICAN BAR ASSOCIATION AND AFFILIATES | CHICAGO IL | 1,259 | $211.7M | $10.6M |
| 2 | STRAUB DISTRIBUTING COMPANY, LTD. STRAUB DISTRIBUTING COMPANY, LTD. PROFIT-SHARING PLAN | ANAHEIM CA | 247 | $28.9M | $9.3M |
| 3 | LASKO PRODUCTS, LLC |
WEST CHESTER PA |
| 889 |
| $78.1M |
| $4.9M |
| 4 | HOLT LOGISTICS CORP. HOLT LOGISTICS CORP. 401(K) PLAN | GLOUCESTER CITY NJ | 416 | $44.8M | $2.8M |
| 5 | LASKO PRODUCTS, LLC LASKO PRODUCTS UNION 401(K) RETIREMENT PLAN | WEST CHESTER PA | 132 | $2.4M | $96K |
| 6 | ALOHA HOUSE INC. 403B THRIFT PLAN OF ALOHA HOUSE INC. | PAIA HI | 205 | $5.1M | $59K |
