Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JP Morgan Large Cap Gr R6 Fd Registered investment company in their Schedule of Assets, totaling $28.4M 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 | COHU, INC. COHU, INC. EMPLOYEES' RETIREMENT PLAN | POWAY CA | 477 | $274.3M | $19.5M |
| 2 | HAWTHORNE MACHINERY CO., A CALIFORNIA CORP HAWTHORNE CAT 401(K) RETIREMENT PLAN | SAN DIEGO CA | 536 | $57.3M | $4.7M |
| 3 | BCER ENGINEERING INC BCER ENGINEERING, INC 401K RETIREMENT PLAN |
LAKEWOOD CO |
| 71 |
| $18.0M |
| $1.2M |
| 4 | DCI INTERNATIONAL, LLC DCI 401(K) PROFIT SHARING PLAN | NEWBERG OR | 238 | $11.4M | $1.2M |
| 5 | BAKER ELECTRIC & RENEWABLES LLC BAKER ELECTRIC 401(K) RETIREMENT SAVINGS PLAN V | ESCONDIDO CA | 313 | $20.3M | $664K |
| 6 | HAND & STONE FRANCHISE CORP HAND AND STONE FRANCHISE 401(K) PROFIT SHARING PLAN AND TRUST | FEASTERVILLE-TREVOSE PA | 746 | $4.8M | $550K |
| 7 | SAGENT, LLC SAGENT, LLC 401(K) PLAN | COPPELL TX | 127 | $5.1M | $460K |
| 8 | NB BAKER ELECTRIC, INC. DBA BAKER ELECTRIC HOME ENERGY NB BAKER ELECTRIC, INC. 401(K) PLAN | ESCONDIDO CA | 155 | $6.7M | $117K |
