Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan JP Morgan Large Cap Growth Class R6 in their Schedule of Assets, totaling $5.3M 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 | NORTHWOOD INVESTORS LLC NORTHWOOD 401(K) SAVINGS PLAN | DENVER CO | 3,739 | $74.1M | $2.8M |
| 2 | ELWYN ELWYN DEFINED CONTRIBUTION 403(B) PLAN | ELWYN PA | 2,534 | $73.7M | $1.6M |
| 3 | SYNERGY RENTS, LLC SYNERGY EQUIPMENT 401(K) PLAN |
| 543 |
| $16.0M |
| $607K |
| 4 | MASCAP DEALER HOLDINGS, LLC DBA DYNAMIC EQUIPMENT DYNAMIC EQUIPMENT 401(K) PLAN | TAMPA FL | 118 | $5.4M | $292K |
| 5 | FRANK'S SUPPLY COMPANY, INC. FRANK'S SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN | ALBUQUERQUE NM | 154 | $11.9M | $102K |
