Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan Large Cap Gr R6 Fd Mutual Fund N/A in their Schedule of Assets, totaling $25.2M 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 | FARMERS MUTUAL HAIL INSURANCE COMPANY OF IOWA FARMERS MUTUAL HAIL TAX DEFERRED SAVINGS PLAN | WEST DES MOINES IA | 583 | $172.2M | $13.9M |
| 2 | DAKOTA ELECTRIC ASSOCIATION DAKOTA ELECTRIC ASSOCIATION EMPLOYEE 401(K) PLAN | FARMINGTON MN | 196 | $75.4M | $7.7M |
| 3 | IBOTTA, INC. IBOTTA, INC. 401(K) PLAN |
DENVER CO |
| 961 |
| $64.9M |
| $2.7M |
| 4 | GRAND LAKE MENTAL HEALTH CENTER GRAND LAKE MENTAL HEALTH CENTER MONEY PURCHASE PLAN | NOWATA OK | 2,282 | $28.7M | $751K |
| 5 | FIRE ENGINEERING COMPANY, INC. FIRE ENGINEERING COMPANY 401(K) PLAN | SALT LAKE CITY UT | 104 | $6.5M | $122K |
