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* Pooled separate account in their Schedule of Assets, totaling $63.3M 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 | POET BIOREFINING LLC POET 401(K) PLAN | SIOUX FALLS SD | 2,397 | $265.7M | $50.3M |
| 2 | MIDWEST TAPE, LLC MIDWEST TAPE, LLC 401(K) PROFIT SHARING PLAN | HOLLAND OH | 385 | $38.9M | $5.9M |
| 3 | ORGANICGIRL, LLC ORGANICGIRL, LLC TAX DEFERRED SAVINGS PLAN |
SALINAS CA |
| 145 |
| $24.4M |
| $2.5M |
| 4 | FERRAGON CORPORATION FERRAGON CORPORATION THRIFT INCENTIVE PLAN | BROOKLYN OH | 181 | $13.6M | $1.6M |
| 5 | NEN HOLDINGS, LLC NEXTEDGE 401(K) PLAN | ALPHARETTA GA | 564 | $27.1M | $708K |
| 6 | BARKLEY AG ENTERPRISES, LLC BARKLEY AG ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT | YUMA AZ | 449 | $10.2M | $587K |
| 7 | TROUT-BLUE CHELAN-MAGI, LLC TROUT-BLUE CHELAN MAGI LLC 401(K) PLAN | CHELAN WA | 304 | $8.4M | $486K |
| 8 | FOOTE CATTLE COMPANY, LLC FOOTE FAMILY OF COMPANIES EMPLOYEE SAVINGS PLAN | IMPERIAL NE | 448 | $14.8M | $458K |
| 9 | GEORGIA BRIDGE AND CONCRETE LLC GP'S ENTERPRISES, INC. AND GEORGIA BRIDGE AND CONCRETE, LLC RETIREMENT PLAN | TUCKER GA | 199 | $6.8M | $345K |
| 10 | MIKUNI RESTAURANT GROUP INC. MIKUNI RESTAURANT GROUP, INC. 401(K) PLAN | MCCLELLAN CA | 537 | $12.0M | $194K |
