Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding JP Morgan JPMorgan Lgcp Grw Fnd R6 in their Schedule of Assets, totaling $7.2M 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 | WC ADMINISTRATORS, LLC ENCOMPASS POOLED EMPLOYER PLAN | MIDVALE UT | 632 | $16.3M | $1.5M |
| 2 | HOMECARE SOFTWARE SOLUTIONS, LLC DBA HHA EXCHANGE HOMECARE SOFTWARE SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 414 | $15.2M | $1.2M |
| 3 | FIRST COMMERCE CREDIT UNION |
TALLAHASSEE FL |
| 147 |
| $17.5M |
| $988K |
| 4 | WACKER SERVICES CORP. WACKER SERVICES CORP. 401(K) PLAN | CHICAGO IL | 126 | $11.4M | $817K |
| 5 | SIGNAL MANAGEMENT SERVICES, LLC SIGNAL MUTUAL 401(K) PLAN | WILTON CT | 146 | $24.0M | $688K |
| 6 | CENTRAL DERMATOLOGY CENTER PA CENTRAL DERMATOLOGY CENTER PA 401(K) PROFIT SHARING PLAN | CHAPEL HILL NC | 64 | $10.1M | $555K |
| 7 | SPINOSO REAL ESTATE GROUP DLS, LLC SPINOSO REAL ESTATE GROUP, LLC 401(K) PLAN | NORTH SYRACUSE NY | 306 | $6.3M | $543K |
| 8 | NATHEL & NATHEL, INC. NATHEL & NATHEL, INC. 401(K) PLAN FOR UNION EMPLOYEES | BRONX NY | 163 | $6.2M | $407K |
| 9 | INTERNATIONAL ICE CREAM CORPORATION INTERNATIONAL ICE CREAM CORPORATION 401(K) PLAN | NORTON MA | 334 | $8.4M | $258K |
| 10 | ATLANTA UNION MISSION 403B PLAN ATLANTA UNION MISSION 403(B) RETIREMENT PLAN | ATLANTA GA | 223 | $6.3M | $221K |
