Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan Large Growth Fund in their Schedule of Assets, totaling $58.6M 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 | MORGANITE INDUSTRIES INC. MORGAN US EMPLOYEES' 401(K) PLAN | RALEIGH NC | 2,315 | $289.8M | $19.7M |
| 2 | THE CAMPBELL CLINIC, P.C. THE CAMPBELL CLINIC, P.C. EMPLOYEES' RETIREMENT PLAN AND TRUST | GERMANTOWN TN | 928 | $148.2M | $16.5M |
| 3 | HAEMONETICS CORPORATION HAEMONETICS CORPORATION SAVINGS PLUS PLAN |
BOSTON MA |
| 1,238 |
| $276.2M |
| $14.9M |
| 4 | TRUSTEES OF LOCAL 219 ANNUITY FUND PLUMBING AND PIPE FITTING INDUSTRY LOCAL 219 ANNUITY FUND | CANFIELD OH | 456 | $40.0M | $7.5M |
| 5 | THE SUNSHINE HOUSE THE SUNSHINE HOUSE 401(K) PROFIT SHARING PLAN | GREENVILLE SC | 1,736 | $3.9M | $29K |
