Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Jpm Lgcap Gr R6 in their Schedule of Assets, totaling $3.0M 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 | EAU CLAIRE COOPERATIVE HEALTH CENTER EAU CLAIRE COOPERATIVE CENTER 403(B) RETIREMENT PLAN AND TRUST | COLUMBIA SC | 528 | $11.4M | $1.3M |
| 2 | RUBBERLITE, INC. RUBBERLITE, INC. 401(K)PROFIT SHARING RETIREMENT PLAN | HUNTINGTON WV | 152 | $25.3M | $407K |
| 3 | GREAT LAKES FOOT & ANKLE INSTITUTE, PC |
CHESTERFIELD MI |
| 252 |
| $15.1M |
| $303K |
| 4 | C.A.S.E. CONSTRUCTION, INC. C.A.S.E. CONSTRUCTION, INC. RETIREMENT PLAN | EDINBURGH IN | 101 | $4.3M | $225K |
| 5 | PLANESENSE, INC. PLANESENSE, INC. 401(K) PLAN | PORTSMOUTH NH | 566 | $36.2M | $222K |
| 6 | THOMPSON PUMP AND MANUFACTURING CO. THOMPSON PUMP PROFIT SHARING AND 401(K) PLAN | PORT ORANGE FL | 114 | $15.2M | $185K |
| 7 | NEW ENGLAND INTERSTATE WATER POLLUTION CONTROL COMMISSION NEW ENGLAND INTERSTATE WATER POLLUTION CONTROL COMMISSION 403(B) TAX SHELTERED ANNUITY PLAN | LOWELL MA | 123 | $18.7M | $124K |
| 8 | MERCED COUNTY COMMUNITY ACTION BOARD M.C.C.A.B. 403(B) PLAN | MERCED CA | 186 | $2.9M | $83K |
| 9 | ST. JOSEPH CENTER ST. JOSEPH CENTER 403(B) PLAN | VENICE CA | 320 | $5.2M | $77K |
| 10 | RIVER HOLDING COMPANY RIVER HOLDING COMPANY RETIREMENT PLAN | LA CROSSE WI | 109 | $10.2M | $5K |
