Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Jp Morgan Large Cap Gr R6 Fd Mutual Fund in their Schedule of Assets, totaling $43.6M 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 | ALPEK POLYESTER USA, LLC DAK AMERICAS LLC SAVINGS AND INVESTMENT PLAN | CHARLOTTE NC | 1,217 | $256.2M | $26.4M |
| 2 | BROOKS EQUIPMENT COMPANY, LLC. BROOKS EQUIPMENT COMPANY 401(K) PLAN | CHARLOTTE NC | 444 | $33.0M | $2.7M |
| 3 | EURONET WORLDWIDE, INC. EURONET WORLDWIDE, INC. 401(K) PLAN |
LEAWOOD KS |
| 360 |
| $71.1M |
| $2.7M |
| 4 | SOUTHWEST DEALER SERVICES, INC. SOUTHWEST DEALER SERVICES 401(K) PLAN | IRVINE CA | 382 | $22.9M | $2.3M |
| 5 | DENVER BOTANIC GARDENS, INC. DENVER BOTANIC GARDENS, INC. 403(B) PLAN | DENVER CO | 258 | $23.3M | $1.9M |
| 6 | WATERFALL ASSET MANAGEMENT LLC WATERFALL ASSET MANAGEMENT LLC 401(K) PLAN | NEW YORK NY | 137 | $32.2M | $1.6M |
| 7 | ZEST ANCHORS, LLC ZEST ANCHORS, LLC 401(K) PLAN | CARLSBAD CA | 195 | $21.1M | $1.5M |
| 8 | GEARHEART COMMUNICATIONS COMPANY, INC. GEARHEART COMMUNICATIONS COMPANY, INC. 401(K) PLAN | HAROLD KY | 134 | $13.5M | $1.3M |
| 9 | GOOD FULTON & FARRELL, INC. GOOD FULTON & FARRELL, INC. 401(K) PROFIT SHARING PLAN | DALLAS TX | 112 | $24.0M | $1.1M |
| 10 | SMITH GARDENS, INC. SMITH GARDENS 401(K) PLAN | BELLINGHAM WA | 445 | $13.1M | $753K |
