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 Growth Class R6 in their Schedule of Assets, totaling $17.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | REHAB JV, LLC, DBA SHELTERING ARMS INSTITUTE SHELTERING ARMS 403(B) RETIREMENT PLAN | RICHMOND VA | 753 | $76.2M | $12.7M |
| 2 | OHNWARD BANCSHARES, INC. OHNWARD BANCSHARES, INC. 401(K) PROFIT SHARING PLAN | MAQUOKETA IA | 250 | $39.7M | $1.8M |
| 3 | SONRAY SOLAR, INC. |
ROCKLIN CA |
| 262 |
| $13.7M |
| $1.7M |
| 4 | PARKWAY C & A, LP PARKWAY C & A, LP 401(K) SAVINGS PLAN | LEWIS TX | 345 | $18.4M | $737K |
| 5 | YF FC OPERATIONS, LLC YF FC OPERATIONS LLC 401(K) PLAN | DEERFIELD BEACH FL | 832 | $5.2M | $555K |
