Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan JPMorgan Large Cap Growth Fund N/R in their Schedule of Assets, totaling $2.6M 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 | LAKE SHORE SAVINGS BANK LAKE SHORE SAVINGS BANK 401(K) SAVINGS PLAN | DUNKIRK NY | 108 | $16.6M | $2.3M |
| 2 | UPSIDE CONNECTION, LLC UPSIDE CONNECTION 401(K) PLAN | ENGLEWOOD CO | 74 | $8.4M | $303K |
