Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Large Cap Growth Fund Class I in their Schedule of Assets, totaling $9.8M 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 | BD TEES H&W TRUST FD FOR IUOE L 99&99A H & W TRUST FD FOR IUOE LOCAL 99 & 99A | BALTIMORE MD | 2,807 | $89.9M | $8.3M |
| 2 | SPOKANE UNITED METHODIST HOMES, INC SPOKANE UNITED METHODIST HOMES, INC DEFINED BENEFIT PENSION PLAN | SPOKANE WA | 102 | $16.5M | $959K |
| 3 | TRUSTEES OF IBEW NO 743 HEALTH AND WELFARE PLAN |
READING PA |
| 476 |
| $13.9M |
| $500K |
