Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JP Morgan Investment Mgmt Inc. JP Morgan Large Cap Growth R6 Fund in their Schedule of Assets, totaling $18.4M 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 | WOLF TRAP FOUNDATION FOR THE PERFORMING ARTS WOLF TRAP FOUNDATION 403(B) PLAN | VIENNA VA | 183 | $19.9M | $4.3M |
| 2 | SOUTHWEST HUMAN DEVELOPMENT, INC. SOUTHWEST HUMAN DEVELOPMENT, INC. 401(K) AND PROFIT SHARING PLAN | PHOENIX AZ | 730 | $44.2M | $4.2M |
| 3 | ROADSAFE TRAFFIC SYSTEMS |
ROMEOVILLE IL |
| 2,153 |
| $59.5M |
| $2.6M |
| 4 | SAIPEM AMERICA, INC. SAIPEM AMERICA, INC. EMPLOYEE RETIREMENT PLAN | HOUSTON TX | 205 | $26.5M | $2.2M |
| 5 | VALEDA COMPANY LLC Q'STRAINT / SURE-LOK 401(K) RETIREMENT PLAN | FT LAUDERDALE FL | 133 | $13.1M | $1.9M |
| 6 | KMS SOLUTIONS, LLC KMS SOLUTIONS, LLC 401(K) PLAN | ALEXANDRIA VA | 271 | $21.1M | $1.6M |
| 7 | SUBSYSTEM TECHNOLOGIES, INC. SUBSYSTEM TECHNOLOGIES, INC. 401(K) PLAN | ARLINGTON VA | 241 | $18.0M | $1.5M |
| 8 | FEARLESS SOLUTIONS, LLC EMPLOYEE BENEFIT PLAN OF FEARLESS SOLUTIONS, LLC | BALTIMORE MD | 258 | $23.0M | $33K |
