Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 45 U.S. retirement plans report holding JP Morgan. Large Cap Growth Fund Class R6 in their Schedule of Assets, totaling $382.5M 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 | CHANEL CHANEL, INC. SAVINGS & INVESTMENT PLAN | NEW YORK NY | 2,599 | $424.7M | $54.0M |
| 2 | HATTIESBURG CLINIC, P.A. HATTIESBURG CLINIC P. A. SAVINGS PLAN | HATTIESBURG MS | 2,584 | $402.2M | $48.3M |
| 3 | COLLIERS INTERNATIONAL USA, LLC COLLIERS INTERNATIONAL USA, LLC & AFFILIATED EMPLOYERS 401(K) PLAN |
SEATTLE WA |
| 3,287 |
| $356.0M |
| $46.9M |
| 4 | S&B ENGINEERS AND CONSTRUCTORS,LTD. S & B ENGINEERS AND CONSTRUCTORS, LTD. RETIREMENT SAVINGS PLAN | HOUSTON TX | 4,764 | $589.8M | $37.5M |
| 5 | ULTA SALON COSMETICS & FRAGRANCE, INC. ULTA SALON COSMETICS & FRAGRANCE 401(K) RETIREMENT PLAN | BOLINGBROOK IL | 67,118 | $542.0M | $34.7M |
| 6 | COLLEGE OF AMERICAN PATHOLOGISTS COLLEGE OF AMERICAN PATHOLOGISTS EMPLOYEE'S RETIREMENT AND 401(K) PLAN | NORTHFIELD IL | 764 | $300.1M | $22.6M |
| 7 | LIEBHERR MINING & CONSTRUCTION LIEBHERR-AMERICA INC. PENSION PLAN | NEWPORT NEWS VA | 1,731 | $264.3M | $22.3M |
| 8 | MEDIMPACT HEALTHCARE SYSTEMS, INC. MEDIMPACT HEALTHCARE SYSTEMS, INC. 401(K) SALARY SAVINGS PLAN | SAN DIEGO CA | 1,550 | $263.1M | $19.6M |
| 9 | MILEONE AUTOGROUP, INC. MILEONE AUTOGROUP, INC. 401(K) PLAN | TOWSON MD | 2,863 | $190.5M | $16.3M |
| 10 | PALANTIR TECHNOLOGIES INC. PALANTIR TECHNOLOGIES 401(K) PLAN | DENVER CO | 2,778 | $393.3M | $15.3M |
