Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan JPM Large Cap Growth in their Schedule of Assets, totaling $3.8M 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 | FGS, LLC FGS, LLC 401(K) PROFIT SHARING PLAN | LA PLATA MD | 335 | $21.1M | $3.8M |
| 2 | DAVE STEEL COMPANY, INC. DAVE STEEL COMPANY, INC. 401(K) RETIREMENT PLAN | ASHEVILLE NC | 134 | $6.1M | $9K |
