Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan JP Morgan Large Cap Growth R3 in their Schedule of Assets, totaling $21.8M 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 | STATE VOLUNTEER MUTUAL INSURANCE COMPANY STATE VOLUNTEER MUTUAL INSURANCE COMPANY THRIFT PLAN | BRENTWOOD TN | 141 | $59.6M | $11.1M |
| 2 | GAMING LABORATORIES INTERNATIONAL, LLC GAMING LABORATORIES INTERNATIONAL, LLC PROFIT SHARING PLAN | LAKEWOOD NJ | 544 | $84.7M | $8.3M |
| 3 | BUSH INDUSTRIES, INC. |
JAMESTOWN NY |
| 624 |
| $19.5M |
| $1.7M |
| 4 | MCLEAN PACKAGING CORPORATION MCLEAN PACKAGING CORPORATION PROFIT SHARING PLAN | MOORESTOWN NJ | 87 | $8.9M | $657K |