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 R6 Pooled separate account in their Schedule of Assets, totaling $13.5M 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 | SAMSON ELECTRIC, INC. SAMSON ELECTRIC, INC. PROFIT SHARING PLAN AND TRUST | FAIRBANKS AK | 102 | $22.6M | $4.1M |
| 2 | ALABAMA CREDIT UNION ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN | TUSCALOOSA AL | 338 | $36.1M | $3.5M |
| 3 | UNITED GRAIN CORPORATION UNITED GRAIN RETIREMENT AND SAVINGS PLAN |
VANCOUVER WA |
| 106 |
| $42.1M |
| $2.9M |
| 4 | THRIVE OPERATIONS, LLC THRIVE OPERATIONS, LLC 401(K) PLAN | FOXBORO MA | 849 | $55.0M | $1.9M |
| 5 | VORTEX COMPANIES, LLC VORTEX COMPANIES, LLC 401(K) PLAN | HOUSTON TX | 825 | $15.5M | $511K |
| 6 | MAHUBE-OTWA COMMUNITY ACTION PARTNERSHIP, INC. MAHUBE COMMUNITY COUNCIL, INC. RETIREMENT SAVINGS PLAN | DETROIT LAKES MN | 186 | $11.5M | $380K |
| 7 | DAVIDSON DAY SCHOOL DAVIDSON DAY SCHOOL RETIREMENT PLAN | DAVIDSON NC | 148 | $6.6M | $145K |
| 8 | BAUCOM'S NURSERY COMPANY BAUCOM'S NURSERY COMPANY RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 121 | $4.7M | $25K |
