Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JP Morgan Funds JP Morgan Large-Cap GR R6 Fund - in their Schedule of Assets, totaling $16.5M 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 | TRANSPORTATION INSIGHT, LLC TRANSPORTATION INSIGHT RETIREMENT PLAN | ATLANTA GA | 1,283 | $76.8M | $6.2M |
| 2 | BUTLER WEIHMULLER KATZ CRAIG, LLP BUTLER WEIHMULLER KATZ CRAIG LLP RETIREMENT SAVINGS PLAN | TAMPA FL | 306 | $73.9M | $4.9M |
| 3 | UNITED WAY OF CENTRAL IOWA |
DES MOINES IA |
| 659 |
| $33.4M |
| $2.8M |
| 4 | VANEE FOODS COMPANY VANEE FOODS 401(K) PLAN | OAKBROOK IL | 271 | $24.2M | $1.3M |
| 5 | NSM INSURANCE SERVICES, LLC NSM INSURANCE GROUP 401(K) PLAN | CONSHOHOCKEN PA | 696 | $58.3M | $1.3M |
| 6 | ELLIPSIS, INC. ELLIPSIS, INC. 401(K) PLAN | JOHNSTON IA | 156 | $6.2M | $6K |
| 7 | FISHER HOLDINGS, INC. FISHER HOLDINGS, INC. 401(K) PLAN | MONROVIA CA | 343 | $12.3M | $4K |
