Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Jpm Lg Cap Growth R6 Mutual Fund N/A in their Schedule of Assets, totaling $38.7M 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 | AGILITI HEALTH, INC. AGILITI 401(K) | EDEN PRAIRIE MN | 6,179 | $302.3M | $19.7M |
| 2 | CLEARWATER ANALYTICS, LLC CLEARWATER ANALYTICS 401K PLAN | BOISE ID | 1,044 | $114.8M | $6.7M |
| 3 | HOGAN RESOURCES LLC HOGAN & ASSOCIATES CONSTRUCTION 401(K) PROFIT SHARING PLAN |
CENTERVILLE UT |
| 432 |
| $19.8M |
| $3.3M |
| 4 | FUTURA TITLE & ESCROW, LLC FUTURA TITLE & ESCROW, LLC PLAN | BOISE ID | 582 | $48.2M | $3.2M |
| 5 | TOLOMATIC, INC. TOLOMATIC, INC. 401(K) & PROFIT SHARING PLAN | HAMEL MN | 244 | $40.5M | $2.0M |
| 6 | HOGAN & ASSOCIATES CONSTRUCTION, INC. HOGAN & ASSOCIATES CONSTRUCTION 401(K) PROFIT SHARING PLAN | CENTERVILLE UT | 356 | $17.2M | $1.4M |
| 7 | D & S MACHINE SERVICE, INC. D & S MACHINE SERVICE, INC. 401(K) PLAN | LUXEMBURG WI | 154 | $21.8M | $828K |
| 8 | UTAH CHARTER ACADEMIES DBA AMERICAN PREPARATORY ACADEMY AMERICAN PREPARATORY ACADEMY 401(K) PLAN | DRAPER UT | 361 | $16.5M | $687K |
| 9 | SMILEDIRECTCLUB, LLC SMILEDIRECTCLUB 401(K) PLAN | PEARLAND TX | 0 | $24.8M | $564K |
| 10 | DON SANDERSON FORD, INC. DON SANDERSON FORD, INC. 401(K) PLAN | GLENDALE AZ | 508 | $20.7M | $433K |
