Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Chase Large Cap Growth Fund in their Schedule of Assets, totaling $20.8M 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 | HMS HOLDINGS LLC HENDRICK MOTORSPORTS, LLC 401(K) PLAN | CHARLOTTE NC | 652 | $128.1M | $13.2M |
| 2 | PENASCOLA CHRISTIAN COLLEGE, INC. PENSACOLA CHRISTIAN COLLEGE, INC. 401(K) RETIREMENT PLAN | PENSACOLA FL | 1,186 | $96.0M | $7.4M |
| 3 | GARDNER POOL COMPANY, INC. GARDNER OUTDOOR AND POOL REMODELING 401(K) PLAN PLAN AND TRUST |
EL CAJON CA |
| 157 |
| $5.4M |
| $221K |