Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding JP Morgan JPM LG Cap Growth R6 in their Schedule of Assets, totaling $47.6M 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 | SCANSOURCE, INC. SCANSOURCE, INC. 401(K) PLAN | GREENVILLE SC | 1,439 | $225.4M | $26.1M |
| 2 | COMPONENT ASSEMBLY SYSTEMS, INC. COMPONENT ASSEMBLY SYSTEMS, INC. 401(K) PLAN | PELHAM NY | 143 | $36.4M | $8.6M |
| 3 | NCINO, INC. NCINO, INC. 401(K) PLAN |
| 1,363 |
| $110.3M |
| $5.7M |
| 4 | NORTHWEST RIVER SUPPLIES INC. NORTHWEST RIVER SUPPLIES, INC. 401(K) RETIREMENT PLAN | MOSCOW ID | 129 | $20.1M | $2.1M |
| 5 | S. EMERSON GROUP, INC. THE EMERSON GROUP RETIREMENT PLAN | WAYNE PA | 255 | $86.4M | $1.7M |
| 6 | AMERICAN PARA PROFESSIONAL SYSTEMS, INC. AMERICAN PARA PROFESSIONAL SYSTEMS, INC. 401(K) PLAN | JERICHO NY | 198 | $16.9M | $739K |
| 7 | NATIONAL INDUSTRIES FOR THE BLIND DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF NATIONAL INDUSTRIES | ALEXANDRIA VA | 175 | $40.8M | $688K |
| 8 | THE BEAUTY HEALTH COMPANY THE BEAUTY HEALTH 401(K) PLAN | LONG BEACH CA | 460 | $30.7M | $664K |
| 9 | THE RED GATE GROUP, LIMITED RED GATE GROUP 401(K) PROFIT SHARING PLAN | CHANTILLY VA | 85 | $8.8M | $533K |
| 10 | SMARTSTOP STORAGE ADVISORS, LLC SMARTSTOP STORAGE ADVISORS 401(K) PLAN | LADERA RANCH CA | 574 | $11.8M | $276K |
