Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding JP Morgan JP Morgan Large-Cap Growth Fund in their Schedule of Assets, totaling $113.5M 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 | RSC INSURANCE BROKERAGE, INC. RSC INSURANCE BROKERAGE, INC. 401(K) PLAN | BOSTON MA | 2,232 | $240.5M | $17.0M |
| 2 | INTEVA PRODUCTS, LLC INTEVA PRODUCTS, LLC SALARIED EMPLOYEES' SAVINGS AND RETIREMENT PLAN | TROY MI | 945 | $141.0M | $16.1M |
| 3 | ARROW INTERNATIONAL, INC. |
CLEVELAND OH |
| 1,064 |
| $106.6M |
| $13.4M |
| 4 | SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE TAX DEFERRED ANNUITY PLAN | LA JOLLA CA | 493 | $218.6M | $9.5M |
| 5 | INSIGHT VENTURE MANAGEMENT, LLC INSIGHT VENTURE PARTNERS 401(K) PLAN | NEW YORK NY | 490 | $74.3M | $9.4M |
| 6 | MARSHALL ASSOCIATES, INC. MARSHALL ASSOCIATES, INC. PROFIT SHARING & 401(K) PLAN | CHICAGO IL | 103 | $30.7M | $6.0M |
| 7 | T. A. LOVING COMPANY T. A. LOVING COMPANY 401(K) RETIREMENT PLAN | GOLDSBORO NC | 442 | $30.1M | $5.0M |
| 8 | ENTRANS INTERNATIONAL, LLC ENTRANS 401(K) PLAN | ATHENS TN | 578 | $79.8M | $4.8M |
| 9 | BALLY RIBBON MILLS THE BALLY RIBBON MILLS PROFIT SHARING 401(K) PLAN | BALLY PA | 257 | $35.9M | $4.3M |
| 10 | FORTEGRA FINANCIAL CORPORATION FORTEGRA FINANCIAL CORPORATION 401(K) SAVINGS PLAN | JACKSONVILLE FL | 495 | $43.0M | $4.2M |
