Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JPM LG Cap Growth R6 Mutual funds in their Schedule of Assets, totaling $31.6M 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 | JENZABAR, INC. JENZABAR, INC. 401(K) PLAN | HARRISONBURG VA | 548 | $102.6M | $6.3M |
| 2 | BUCKLEY ASSOCIATES, INC. BUCKLEY ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | HANOVER MA | 158 | $51.4M | $6.1M |
| 3 | WOODSTREAM CORPORATION WOODSTREAM 401(K) RETIREMENT PLAN |
LANCASTER PA |
| 494 |
| $50.5M |
| $6.0M |
| 4 | AMERICA'S HEALTH INSURANCE PLANS, INC. AHIP 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 116 | $47.7M | $5.0M |
| 5 | TRIUMVIRATE ENVIRONMENTAL, INC. TRIUMVIRATE ENVIRONMENTAL, INC. SAVINGS, PROFIT SHARING & RETIREMENT PLAN | SOMERVILLE MA | 1,182 | $57.6M | $4.0M |
| 6 | KANE INFRASTRUCTURE SERVICES KANE 401(K) PROFIT SHARING PLAN | RALEIGH NC | 510 | $24.1M | $2.8M |
| 7 | BCM ONE, INC. BCM ONE, INC. 401(K) PLAN | NEW YORK NY | 350 | $22.5M | $1.0M |
| 8 | DAGENAIS ENTERPRISES MANAGEMENT COMPANY, INC. DAGENAIS ENTERPRISES MANAGEMENT COMPANY, INC. 401(K) & PROFIT SHARING PLAN | ESCANABA MI | 201 | $16.4M | $202K |
| 9 | APPLIED CONSTRUCTION SOLUTIONS, INC. APPLIED CONSTRUCTION SOLUTIONS, INC. 401(K) PLAN | BRIDGEPORT WV | 377 | $3.4M | $39K |
