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 R6 in their Schedule of Assets, totaling $77.6M 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 | QAD INC. QAD INC. 401(K) RETIREMENT PLAN | SANTA BARBARA CA | 534 | $189.4M | $49.0M |
| 2 | M. ARTHUR GENSLER JR. & ASSOCIATES, INC. GENSLER PROFIT SHARING PLAN | SAN FRANCISCO CA | 4,091 | $354.4M | $27.9M |
| 3 | TROPICAL FINANCIAL CREDIT UNION TROPICAL FINANCIAL CREDIT UNION EMPLOYEES' PENSION PLAN |
MIRAMAR FL |
| 27 |
| $7.5M |
| $451K |
| 4 | AERO CONTROLS, INC. AERO CONTROLS, INC. 401K PROFIT SHARING PLAN | AUBURN WA | 129 | $15.6M | $236K |
| 5 | TRUSTEES -OPERATING ENGINEERS LOCAL 139 DEFINED CONTRIBUTION ANNUITY F OPERATING ENGINEERS LOCAL 139 DEFINED CONTRIBUTION ANNUITY FUND | PEWAUKEE WI | 9,375 | $59.7M | $124K |
