Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 169 U.S. retirement plans report holding JP Morgan: Large Cap Growth Fund in their Schedule of Assets, totaling $1.4B in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOKF, NA BOK FINANCIAL 401(K) PLAN | TULSA OK | 4,961 | $1.2B | $128.1M |
| 2 | LANDS' END, INC. LANDS' END, INC. RETIREMENT PLAN | DODGEVILLE WI | 3,741 | $430.2M | $123.5M |
| 3 | UFP INDUSTRIES, INC UFP INDUSTRIES, INC. EMPLOYEES' PROFIT SHARING AND 401(K) PLAN |
GRAND RAPIDS MI |
| 12,624 |
| $784.7M |
| $78.9M |
| 4 | CBIZ, INC. CBIZ, INC. RETIREMENT SAVINGS PLAN | CLEVELAND OH | 6,992 | $1.4B | $77.7M |
| 5 | GREENBERG TRAURIG, PA GREENBERG TRAURIG 401(K) PLAN | DORAL FL | 3,961 | $1.6B | $60.7M |
| 6 | SUMITOMO CORPORATION OF AMERICAS THE SAFE HARBOR 401(K) PLAN | NEW YORK NY | 2,101 | $406.0M | $59.8M |
| 7 | CARTER MACHINERY COMPANY, INC. EMPLOYEES' RETIREMENT AND SAVINGS PLAN OF CARTER MACHINERY COMPANY, INC. | SALEM VA | 3,101 | $466.2M | $53.5M |
| 8 | CANON MEDICAL SYSTEMS USA, INC. CANON MEDICAL SYSTEMS USA, INC. 401(K) SAVINGS PLAN | TUSTIN CA | 1,296 | $507.7M | $51.6M |
| 9 | HILTON RESORTS CORPORATION HGV RETIREMENT SAVINGS PLAN | ORLANDO FL | 17,831 | $705.6M | $48.0M |
| 10 | GRESHAM SMITH GRESHAM SMITH EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | NASHVILLE TN | 1,211 | $224.7M | $43.0M |
