Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan Large Cap Mutual Fund in their Schedule of Assets, totaling $44.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KOHLER CO. & SUBSIDIARIES KOHLER CO. 401(K) MASTER TRUST | KOHLER WI | — | $1.0B | $40.7M |
| 2 | ROMAN MANUFACTURING, INC. ROMAN MANUFACTURING, INC. EMPLOYEES' INVESTMENT PLAN | GRAND RAPIDS MI | 214 | $20.6M | $1.3M |
| 3 | CODAC HEALTH, RECOVERY & WELLNESS, INC. CODAC HEALTH, RECOVERY & WELLNESS, INC. 403(B) PLAN |
TUCSON AZ |
| 272 |
| $11.0M |
| $1.1M |
| 4 | LONE ROCK TIMBER MANAGEMENT LLC LONE ROCK RESOURCES 401(K) AND PROFIT SHARING PLAN | ROSEBURG OR | 487 | $36.2M | $977K |
