Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JP Morgan Large Cap Growth R5 in their Schedule of Assets, totaling $36.6M 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 | FURMAN UNIVERSITY FURMAN UNIVERSITY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | GREENVILLE SC | 1,343 | $346.8M | $8.6M |
| 2 | LUCK STONE CORPORATION LUCK STONE CORPORATION 401(K) PLAN | MANAKIN-SABOT VA | 985 | $174.5M | $7.6M |
| 3 | VANIR GROUP OF COMPANIES, INC. |
SACRAMENTO CA |
| 300 |
| $55.5M |
| $6.5M |
| 4 | SHAW SYSTEMS ASSOCIATES, L.L.C. SHAW SYSTEMS ASSOCIATES, L.L.C. PROFIT SHARING PLAN | HOUSTON TX | 112 | $33.3M | $6.4M |
| 5 | BLUE RIDGE BEVERAGE COMPANY, INC. BLUE RIDGE BEVERAGE COMPANY, INC. PROFIT SHARING PLAN | SALEM VA | 487 | $31.1M | $4.0M |
| 6 | LAMERS BUS LINES, INC. LAMERS BUS LINES, INC. 401(K) PROFIT SHARING PLAN | GREEN BAY WI | 1,334 | $26.6M | $2.7M |
| 7 | JM TEST SYSTEMS, INC. JM TEST SYSTEMS, INC. 401(K) PLAN | BATON ROUGE LA | 543 | $14.1M | $810K |
| 8 | PEDIATRIC HOME HEALTHCARE, LLC PEDIATRIC HOME HEALTHCARE, LLC 401(K) PLAN | DALLAS TX | 1,108 | $2.8M | $12K |
