Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP Morgan Investment Management Inc. JP Morgan Large Cap R5 Fund in their Schedule of Assets, totaling $1.2M 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 | HAMISTER GROUP, LLC HAMISTER GROUP, LLC 401(K) CO-WORKERS RETIREMENT PLAN | BUFFALO NY | 1,143 | $10.4M | $1.2M |
