Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Large Cap Growth Fund R6 Interest in registered investment companies xx in their Schedule of Assets, totaling $10.2M 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 | SHIFT4 PAYMENTS, LLC SHIFT4 401(K) PLAN | CENTER VALLEY PA | 3,325 | $94.9M | $5.9M |
| 2 | SUCCESS FOR ALL FOUNDATION, INC. SUCCESS FOR ALL FOUNDATION, INC. RETIREMENT PLAN | BALTIMORE MD | 73 | $21.9M | $4.3M |
