Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding JP Morgan Large Cap Growth R6 Registered investment company in their Schedule of Assets, totaling $73.1M 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 | ADAMS AND REESE LLP ADAMS AND REESE LLP 401(K) PROFIT SHARING PLAN AND TRUST | NEW ORLEANS LA | 384 | $261.5M | $21.7M |
| 2 | BLACKHAWK NETWORK HOLDINGS, INC. BLACKHAWK NETWORK 401(K) PLAN | PLEASANTON CA | 1,736 | $212.9M | $17.0M |
| 3 | THE OREGON CLINIC, P.C. THE OREGON CLINIC, P.C. RETIREMENT PLAN |
PORTLAND OR |
| 1,334 |
| $360.0M |
| $9.8M |
| 4 | ST. LAWRENCE UNIVERSITY ST. LAWRENCE UNIVERSITY 403(B) RETIREMENT PLAN | CANTON NY | 707 | $345.6M | $6.1M |
| 5 | NORTHWEST PRIMARY CARE GROUP, PC NORTHWEST PRIMARY CARE GROUP, PC 401(K) PLAN | MILWAUKIE OR | 165 | $48.3M | $5.3M |
| 6 | HEALTHCARE MANAGEMENT ADMINISTRATORS, INC. HEALTHCARE MANAGEMENT ADMINISTRATORS, INC. RETIREMENT PLAN | BELLEVUE WA | 274 | $23.0M | $4.3M |
| 7 | ALOGENT HOLDINGS, INC. ALOGENT 401(K) PLAN | PEACHTREE CORNERS GA | 207 | $26.1M | $2.9M |
| 8 | ALFASIGMA USA, INC. ALFASIGMA USA, INC. 401(K) PLAN | BEDMINSTER NJ | 179 | $28.2M | $2.0M |
| 9 | GONNELLA BAKING CO. GONNELLA RETIREMENT SAVINGS PLAN | SCHAUMBURG IL | 363 | $40.4M | $1.5M |
| 10 | IDN GLOBAL, INC. IDN GLOBAL, INC. 401(K) PLAN | HURST TX | 263 | $25.7M | $664K |
