Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan JPMorgan Large Cap Growth Class R6 in their Schedule of Assets, totaling $6.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROSENBERG & ESTIS PC ROSENBERG & ESTIS PC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 178 | $37.9M | $2.6M |
| 2 | ADVARIO NORTH AMERICA LLC ADVARIO NORTH AMERICAN LLC DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON TX | 120 | $38.1M | $2.5M |
| 3 | NOVAK CONSTRUCTION COMPANY, INC. |
CHICAGO IL |
| 132 |
| $17.4M |
| $625K |
| 4 | HABITAT FOR HUMANITY OF THE CHARLOTTE REGION HABITAT FOR HUMANITY RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 211 | $6.2M | $370K |
