Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Investment Management Inc. JP Morgan Large Cap Growth R6 Fund in their Schedule of Assets, totaling $19.5M 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 | GOLDBERG SEGALLA LLP GOLDBERG SEGALLA RETIREMENT SAVINGS PLAN | BUFFALO NY | 922 | $112.4M | $15.6M |
| 2 | FIVE BELOW, INC. FIVE BELOW 401(K) RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 10,753 | $87.8M | $3.8M |
