Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding JP Morgan Large-Cap Growth Mutual Fund in their Schedule of Assets, totaling $402.5M 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 | GIBSON, DUNN & CRUTCHER LLP GIBSON, DUNN & CRUTCHER LLP RETIREMENT PLAN | LOS ANGELES CA | 2,800 | $1.5B | $132.2M |
| 2 | THE MOHEGAN TRIBE OF INDIANS OF CONNECTICUT THE MOHEGAN RETIREMENT AND 401(K) PLAN | UNCASVILLE CT | 6,314 | $500.1M | $112.6M |
| 3 | RATE HOLDINGS CORP. |
CHICAGO IL |
| 5,942 |
| $525.8M |
| $25.0M |
| 4 | SMARTSHEET INC. SMARTSHEET INC. 401(K) P/S PLAN | BELLEVUE WA | 2,431 | $273.8M | $19.0M |
| 5 | DEXCOM INC DEXCOM, INC. 401(K) PLAN | SAN DIEGO CA | 5,331 | $448.9M | $17.6M |
| 6 | BANNER CORPORATION BANNER CORPORATION 401(K)/PROFIT SHARING PLAN | WALLA WALLA WA | 1,957 | $258.6M | $11.4M |
| 7 | BANGOR SAVINGS BANK BANGOR SAVINGS BANK 401(K) PLAN & TRUST AGREEMENT | BANGOR ME | 1,149 | $166.9M | $10.2M |
| 8 | WHITMAN, REQUARDT & ASSOCIATES, LLP WHITMAN, REQUARDT & ASSOCIATES, LLP 401(K) PLAN | BALTIMORE MD | 904 | $174.3M | $9.1M |
| 9 | NORTHEASTERN VERMONT REGIONAL HOSPITAL, INC. NVRH 401(K) RETIREMENT PLAN | ST. JOHNSBURY VT | 746 | $84.0M | $7.4M |
| 10 | MANAGEMENT CONCEPTS MANAGEMENT CONCEPTS, INC. 401(K) SAVINGS PLAN | VIENNA VA | 255 | $50.9M | $4.8M |
