Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding JP Morgan Large Cap Growth fund Mutual Fund N/A in their Schedule of Assets, totaling $17.4M 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 | MINNWEST CORPORATION MINNWEST CORPORATION 401(K) PLAN | MINNETONKA MN | 404 | $72.5M | $4.5M |
| 2 | WASHINGTON TOWNSHIP MEDICAL GROUP, INC. WASHINGTON TOWNSHIP MEDICAL GROUP, INC. 401K PLAN | FREMONT CA | 89 | $57.5M | $3.6M |
| 3 | WESTFIELD DISTRIBUTING (ND), INC. AGI 401(K) RETIREMENT PLAN |
NAPERVILLE IL |
| 580 |
| $49.4M |
| $2.4M |
| 4 | UNITED HERITAGE FINANCIAL GROUP UNITED HERITAGE FINANCIAL GROUP 401(K) PLAN | MERIDIAN ID | 132 | $39.5M | $1.3M |
| 5 | NORWOOD SALES, INC. NORWOOD SALES INC PROFIT SHARING/401K PLAN | HORACE ND | 138 | $8.1M | $996K |
| 6 | HILLCREST FAMILY SERVICES HILLCREST FAMILY SERVICES UNION AND NON-UNION 401(K) PLAN | DUBUQUE IA | 206 | $9.3M | $984K |
| 7 | MAJOR DRILLING AMERICA, INC. MAJOR DRILLING AMERICA, INC. 401(K) PLAN | SALT LAKE CITY UT | 431 | $31.6M | $936K |
| 8 | WASHINGTON TOWNSHIP MEDICAL FOUNDATION WASHINGTON TOWNSHIP MEDICAL FOUNDATION 401(K) PLAN | FREMONT CA | 199 | $12.7M | $932K |
| 9 | GLOBAL INDUSTRIES, INC. GLOBAL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | CLAY CENTER KS | 209 | $26.4M | $922K |
| 10 | SHOWPLACE WOOD PRODUCTS, INC. SHOWPLACE WOOD PRODUCTS, INC. 401(K) RETIREMENT PLAN | HARRISBURG SD | 614 | $35.1M | $812K |
