Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JP Morgan Large Cap Growth Fund a in their Schedule of Assets, totaling $36.4M 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 | ST. CHARLES HEALTH SYSTEM, INC. ST. CHARLES HEALTH SYSTEM, INC. RETIREMENT PLAN | BEND OR | 5,051 | $744.0M | $30.4M |
| 2 | COMSONICS, INC. COMSONICS, INC. 401(K) PLAN | HARRISONBURG VA | 269 | $23.3M | $2.2M |
| 3 | QUANTUM RESEARCH INTERNATIONAL, INC. QUANTUM 401(K) PROFIT SHARING PLAN |
HUNTSVILLE AL |
| 340 |
| $38.9M |
| $1.3M |
| 4 | NVISION EYE CENTERS, LLC NVISION EYE CENTERS 401(K) PLAN | ALISO VIEJO CA | 1,365 | $29.0M | $1.2M |
| 5 | BROUSSARD BROTHERS, INC. BROUSSARD BROTHERS, INC. 401(K) PROFIT SHARING PLAN | ABBEVILLE LA | 663 | $17.9M | $930K |
| 6 | IMMACULATA UNIVERSITY IMMACULATA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | IMMACULATA PA | 341 | $41.9M | $296K |
| 7 | LAKE ERIE TOBACCO COMPANY LAKE ERIE TOBACCO COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | KILL BUCK NY | 185 | $2.4M | $1K |
