Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JP Morgan Large Cap Mutual Fund in their Schedule of Assets, totaling $84.7M 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 | KOHLER CO. & SUBSIDIARIES KOHLER CO. 401(K) MASTER TRUST | KOHLER WI | — | $1.0B | $40.7M |
| 2 | KOHLER CO. & SUBSIDIARIES KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES | KOHLER WI | 3,604 | $781.3M | $30.6M |
| 3 | KOHLER CO. & SUBSIDIARIES KOHLER CO. 401(K) SAVINGS PLAN |
KOHLER WI |
| 4,707 |
| $263.9M |
| $10.1M |
| 4 | ROMAN MANUFACTURING, INC. ROMAN MANUFACTURING, INC. EMPLOYEES' INVESTMENT PLAN | GRAND RAPIDS MI | 214 | $20.6M | $1.3M |
| 5 | CODAC HEALTH, RECOVERY & WELLNESS, INC. CODAC HEALTH, RECOVERY & WELLNESS, INC. 403(B) PLAN | TUCSON AZ | 272 | $11.0M | $1.1M |
| 6 | LONE ROCK TIMBER MANAGEMENT LLC LONE ROCK RESOURCES 401(K) AND PROFIT SHARING PLAN | ROSEBURG OR | 487 | $36.2M | $977K |
