Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding JP Morgan Large Cap Growth R6 Fund Mutual fund - in their Schedule of Assets, totaling $74.7M 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 | THE SUDDATH COMPANIES THE SUDDATH COMPANIES RETIREMENT SAVINGS PLAN | JACKSONVILLE FL | 1,719 | $89.9M | $11.7M |
| 2 | LIFETIME BRANDS, INC. LIFETIME BRANDS, INC. 401(K) SAVINGS PLAN | GARDEN CITY NY | 807 | $93.3M | $9.8M |
| 3 | RHODE ISLAND DISTRIBUTING COMPANY, LLC RHODE ISLAND DISTRIBUTING COMPANY COMPANY 401(K) PROFIT SHARING PLAN |
WEST GREENWICH RI |
| 793 |
| $130.0M |
| $9.0M |
| 4 | IMPACT CLIMATE TECHNOLOGIES LLC TOM BARROW CO. PROFIT SHARING PLAN | ATLANTA GA | 331 | $54.3M | $6.2M |
| 5 | MCANANY, VAN CLEAVE & PHILLIPS, P.A. MVP LAW PROFIT SHARING 401(K) PLAN | KANSAS CITY KS | 208 | $65.0M | $5.0M |
| 6 | GREAT NORTHERN CORPORATION APPLETON UNION EMPLOYEES' 401(K) PLAN | APPLETON WI | 125 | $20.0M | $3.9M |
| 7 | HARMAC MEDICAL PRODUCTS INC. HARMAC MEDICAL PRODUCTS, INC. RETIREMENT SAVINGS PLAN | BUFFALO NY | 356 | $24.1M | $3.7M |
| 8 | ENKEI AMERICA, INC. ENKEI AMERICA, INC. SAVINGS PLAN | COLUMBUS IN | 613 | $33.2M | $3.1M |
| 9 | CB&S BANK, INC. CB&S BANK 401(K) PROFIT SHARING PLAN | RUSSELLVILLE AL | 502 | $41.8M | $3.1M |
| 10 | AWESOME AWESOME 401(K) PLAN | SAN FRANCISCO CA | 164 | $42.5M | $3.0M |