Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan JP Morgan Large Cap in their Schedule of Assets, totaling $118K 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 | TAKTL, LLC TAKTL, LLC 401(K) PLAN | TURTLE CREEK PA | 93 | $3.1M | $73K |
| 2 | STEVEN DUBNER LANDSCAPING STEVEN DUBNER LANDSCAPING 401(K) PROFIT SHARING PLAN & TRUST | WESTBURY NY | 240 | $1.1M | $45K |