Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JP Morgan Funds Large-Cap Growth Fund in their Schedule of Assets, totaling $26.3M 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 | THE IMAGINE GROUP THE IMAGINE GROUP 401(K) SAVINGS PLAN | SHAKOPEE MN | 1,342 | $116.4M | $14.1M |
| 2 | GETTEL AUTOMOTIVE, INC. GETTEL AUTOMOTIVE, INC. 401(K) PLAN | BRADENTON FL | 1,232 | $42.1M | $2.2M |
| 3 | TAYLOR FRESH FOODS, INC. TAYLOR FRESH FOODS, INC. 401(K) PLAN |
SALINAS CA |
| 13,662 |
| $332.5M |
| $2.1M |
| 4 | GALEN MEDICAL GROUP EMPLOYEES GALEN MEDICAL GROUP EMPLOYEES RETIREMENT SAVINGS PLAN | HIXSON TN | 505 | $62.2M | $2.1M |
| 5 | SMS DATA PRODUCTS GROUP, INC. SMS DATA PRODUCTS GROUP, INC. 401(K) RETIREMENT PLAN | MC LEAN VA | 627 | $84.3M | $2.0M |
| 6 | LGI SERVICES, LLC LGI SERVICES, LLC 403(B) PLAN | NEW YORK NY | 155 | $40.0M | $1.4M |
| 7 | ASSERTIO MANAGEMENT, LLC ASSERTIO MANAGEMENT, LLC 401(K) RETIREMENT PLAN | LAKE FOREST IL | 57 | $17.3M | $1.3M |
| 8 | ACME CORRUGATED BOX CO., INC. ACME CORRUGATED BOX CO., INC. PROFIT SHARING AND 401(K) PLAN | HATBORO PA | 239 | $28.3M | $1.1M |