Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JP Morgan Large Cap Growth Fund Registered investment company in their Schedule of Assets, totaling $16.7M 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 | SCHWABE, WILLIAMSON & WYATT, P.C. SCHWABE, WILLIAMSON & WYATT, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 311 | $156.2M | $12.6M |
| 2 | PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES PACIFIC NORTHWEST UNIVERSITY OF HEALTH SCIENCES 403(B) RETIREMENT PLAN | YAKIMA WA | 245 | $34.3M | $2.2M |
| 3 | PHX HOLDINGS LLC |
ATLANTA GA |
| 267 |
| $10.8M |
| $769K |
| 4 | BIBLIOTHECA, LLC BIBLIOTHECA, LLC 401(K) PLAN | NORCROSS GA | 76 | $12.7M | $755K |
| 5 | MISSION NEIGHBORHOOD HEALTH CENTER MISSION NEIGHBORHOOD HEALTH CENTER 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 210 | $7.4M | $152K |
| 6 | BRIGHTON G&B HOLDINGS INC. BRIGHTON G&B HOLDINGS INC. 401K PLAN | SANDY UT | 871 | $13.7M | $117K |
