Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JP Morgan JP Morgan Large-Cap Growth R6 N/R in their Schedule of Assets, totaling $30.1M 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 | AMBRY GENETICS CORPORATION AMBRY GENETICS 401(K) PLAN | ALISO VIEJO CA | 840 | $109.1M | $8.5M |
| 2 | REALM IDX, INC. REALM IDX, INC. 401(K) PLAN | ALISO VIEJO CA | 1,135 | $106.2M | $6.0M |
| 3 | MOVERS SPECIALTY SERVICE, INC. MOVERS SPECIALTY SERVICE, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
MONTGOMERYVILLE PA |
| 325 |
| $45.3M |
| $4.3M |
| 4 | LEWIS & CLARK COLLEGE LEWIS & CLARK COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN AND TAX DEFERRED ANNUITY PLAN | PORTLAND OR | 807 | $337.2M | $3.4M |
| 5 | HARGER, INC. HARGER EMPLOYEE SAVINGS & RETIREMENT PLAN | GRAYSLAKE IL | 167 | $15.0M | $3.0M |
| 6 | ADVANCED WEB TECHNOLOGIES, INC. ADVANCED WEB TECHNOLOGIES, INC. 401(K) PLAN | MINNEAPOLIS MN | 542 | $32.2M | $2.5M |
| 7 | SYMPHONY CORPORATION SYMPHONY CORPORATION RETIREMENT SAVINGS PLAN | MADISON WI | 105 | $9.8M | $1.8M |
| 8 | PERFORMANCE HORIZON INC PERFORMANCE HORIZON, INC. 401(K) PLAN | FORTY FORT PA | 148 | $15.4M | $508K |
| 9 | NEXUS BRANDS GROUP, INC. NEXUS BRANDS RETIREMENT PLAN | ORANGE CA | 303 | $7.1M | $114K |
