Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JP Morgan Large Cap Growth R6 Fund Registered Investment Company in their Schedule of Assets, totaling $8.0M 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 | STOREY-KENWORTHY COMPANY STOREY-KENWORTHY COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | DES MOINES IA | 183 | $34.3M | $3.1M |
| 2 | AMVC EMPLOYEE SERVICES, LLC AMVC 401(K) PROFIT SHARING PLAN | AUDUBON IA | 862 | $27.9M | $1.8M |
| 3 | TINUITI, INC. TINUITI, INC. RETIREMENT PLAN |
PHILADELPHIA PA |
| 990 |
| $80.6M |
| $1.7M |
| 4 | THE SANTA FE OPERA THE SANTA FE OPERA'S RETIREMENT PLAN | SANTA FE NM | 125 | $9.3M | $574K |
| 5 | ALL-STATE INDUSTRIES, INC. ALL-STATE INDUSTRIES, INC. 401(K) SAVINGS & RETIREMENT PLAN | WEST DES MOINES IA | 222 | $12.4M | $496K |
| 6 | RUKERT TERMINALS CORP. RUKERT TERMINALS CORPORATION EMPLOYEE SAVINGS 401(K) PLAN | BALTIMORE MD | 190 | $24.6M | $353K |
| 7 | VALIDUS SENIOR LIVING MANAGEMENT COMPANY, LLC VALIDUS SENIOR LIVING 401(K) PLAN | TAMPA FL | 559 | $1.1M | $27K |
