Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding J.P. Morgan Large Cap Growth in their Schedule of Assets, totaling $44.9M 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 | MARTIN/MARTIN, INC. MARTIN/MARTIN, INC. 401(K) PLAN | LAKEWOOD CO | 371 | $90.1M | $27.2M |
| 2 | WYATT, TARRANT & COMBS, LLP WYATT, TARRANT & COMBS, LLP PROFIT SHARING PLAN | LOUISVILLE KY | 188 | $125.0M | $14.9M |
| 3 | BURNS ENGINEERING, INC. BURNS ENGINEERING, INC. 401(K) PROFIT SHARING PLAN |
PHILADELPHIA PA |
| 339 |
| $66.4M |
| $2.7M |
| 4 | GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA, INC. GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA, INC. 403(B) THRIFT PLAN | LOS ANGELES CA | 2,794 | $17.8M | $33K |
| 5 | THE WASHINGTON HUMANE SOCIETY DBA HUMANE RESCUE ALLIANCE HUMANE RESCUE ALLIANCE 401(K) PLAN | WASHINGTON DC | 195 | $6.2M | $27K |
