Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Funds JP Morgan Large Cap Gr R6 in their Schedule of Assets, totaling $903K 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 | UPTIME INSTITUTE PROFESSIONAL SERVICES LLC UPTIME INSTITUTE PROFESSIONAL SERVICES LLC 401(K) PLAN | NEW YORK NY | 68 | $12.1M | $516K |
| 2 | KELBERMAN CENTER, INC. KELBERMAN CENTER, INC. 403(B) PLAN | UTICA NY | 319 | $5.9M | $362K |
| 3 | SANGRE DE CRISTO HOSPICE & PALLIATIVE CARE |
PUEBLO CO |
| 147 |
| $4.0M |
| $25K |
