Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding JP Morgan Large-Cap Growth Fund Class R6 Mutual fund in their Schedule of Assets, totaling $297.2M 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 | DISH NETWORK CORPORATION DISH NETWORK CORPORATION 401(K) PLAN | ENGLEWOOD CO | 11,903 | $1.6B | $163.6M |
| 2 | NORTHWESTERN CORPORATION NORTHWESTERN ENERGY 401(K) RETIREMENT SAVINGS PLAN | BUTTE MT | 1,590 | $512.8M | $56.4M |
| 3 | AVALONBAY COMMUNITIES, INC. AVALONBAY COMMUNITIES, INC. ASSOCIATES SAVINGS PLAN |
ARLINGTON VA |
| 3,023 |
| $384.8M |
| $52.4M |
| 4 | COHEN MILSTEIN SELLERS & TOLL, PLLC COHEN MILSTEIN SELLERS & TOLL PROFIT SHARING AND RETIREMENT SAVINGS PLAN | WASHINGTON DC | 200 | $95.4M | $5.9M |
| 5 | GEOVERA HOLDINGS, INC. GEOVERA HOLDINGS, INC. 401(K) PLAN | FAIRFIELD CA | 24 | $44.7M | $5.0M |
| 6 | CREDIT ONE BANK, NATIONAL ASSOCIATION CREDIT ONE BANK, N. A. 401(K) PLAN AND TRUST | LAS VEGAS NV | 954 | $100.1M | $4.7M |
| 7 | KAROUN DAIRIES, LLC LACTALIS DAIRY USA 401(K) PLAN | SAN FERNANDO CA | 1,752 | $163.8M | $3.8M |
| 8 | ANDESA SERVICES, INC. ANDESA SERVICES SAVINGS INCENTIVE PLAN | ALLENTOWN PA | 139 | $34.8M | $3.2M |
| 9 | ANCHOR INDUSTRIES, INC. ANCHOR INDUSTRIES, INC. 401K PLAN | EVANSVILLE IN | 342 | $18.8M | $1.4M |
| 10 | CHADRON COMMUNITY HOSPITAL AND HEALTH SERVICES CHADRON COMMUNITY HOSPITAL AND HEALTH SERVICES EMPLOYEES RETIREMENT PLAN | CHADRON NE | 195 | $5.1M | $360K |
