Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Funds Large Cap Growth Fund R6 in their Schedule of Assets, totaling $15.7M 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 | ORTHOMIDWEST, PLLC ORTHOMIDWEST, PLLC 401(K) RETIREMENT PLAN | ROCKFORD IL | 1,773 | $190.4M | $15.6M |
| 2 | THE FRANKLIN INVESTMENT CORPORATION DBA FRANKLIN INDUSTRIES FRANKLIN INDUSTRIES EMPLOYEES RETIREMENT PLAN | FRANKLIN PA | 111 | $3.6M | $79K |