Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding JP Morgan Large Growth R6 Mutual fund in their Schedule of Assets, totaling $27.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OHIO EDUCATION ASSOCIATION OHIO EDUCATION ASSOCIATION EMPLOYEES 401(K) SAVINGS PLAN | COLUMBUS OH | 180 | $99.5M | $9.6M |
| 2 | DG ARCHITECTS, INC. DGA DGA 401(K) PROFIT SHARING PLAN | MOUNTAIN VIEW CA | 170 | $40.2M | $4.9M |
| 3 | MOMENTUM TEXTILES, LLC MOMENTUM TEXTILES, LLC 401(K) PLAN |
IRVINE CA |
| 248 |
| $49.9M |
| $4.0M |
| 4 | OCI ENTERPRISES INC. OCI 401(K) PLAN | SAN ANTONIO TX | 224 | $17.9M | $1.9M |
| 5 | BASS MEDICAL GROUP, INC. BASS MEDICAL GROUP 401(K) PLAN I | WALNUT CREEK CA | 999 | $160.0M | $1.5M |
| 6 | SCHULTE BUILDING SYSTEMS, INC. SCHULTE BUILDING SYSTEMS 401(K) PLAN | HOCKLEY TX | 794 | $36.9M | $1.3M |
| 7 | PORTER SCOTT, A PROFESSIONAL CORPORATION PORTER SCOTT, APC 401(K) PLAN | SACRAMENTO CA | 97 | $23.8M | $912K |
| 8 | INTERSTATE OIL CO. INTERSTATE OIL CO. SAVINGS & RETIREMENT PLAN | SACRAMENTO CA | 208 | $11.1M | $874K |
| 9 | FTD, LLC FTD, LLC 401(K) PLAN | CHICAGO IL | 289 | $42.1M | $717K |
| 10 | FORMAX, LLC FORMAX 401(K) PENSION PLAN AND TRUST | DOVER NH | 81 | $15.0M | $526K |
