Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Jpm Lgcap Gr R6 Mutual Fund in their Schedule of Assets, totaling $5.7M 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 | UNWIN COMPANY UNWIN COMPANY 401(K) PLAN AND TRUST | HILLIARD OH | 165 | $30.0M | $2.6M |
| 2 | DOOR SYSTEMS ASSA ABLOY US, INC. DOOR SYSTEMS 401(K) PLAN | NAPERVILLE IL | 416 | $22.2M | $572K |
| 3 | JACK DOHENY COMPANY JACK DOHENY COMPANY 401(K) PLAN |
NORTHVILLE MI |
| 155 |
| $16.6M |
| $513K |
| 4 | SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN | OMAHA NE | 688 | $50.3M | $451K |
| 5 | FIRST CO. FIRST CO. 401(K) RETIREMENT PLAN | DALLAS TX | 505 | $25.8M | $405K |
| 6 | CITRUS HEALTH NETWORK, INC CITRUS HEALTH NETWORK, INC. ERISA 403(B) PLAN | HIALEAH FL | 1,297 | $7.8M | $152K |
| 7 | CHESAPEAKE EMPLOYERS' INSURANCE COMPANY CHESAPEAKE EMPLOYERS' INSURANCE COMPANY 401(K) PLAN | TOWSON MD | 252 | $25.4M | $144K |
| 8 | MCALISTER INSTITUTE FOR TREATMENT & EDUCATION, INC. MCALISTER BENEFIT PLAN | EL CAJON CA | 406 | $5.6M | $138K |
| 9 | OMAHA NATIONAL GROUP, INC. OMAHA NATIONAL GROUP RETIREMENT PLAN | OMAHA NE | 206 | $11.3M | $138K |
| 10 | PRIMARY CARE SOLUTIONS, INC. PRIMARY CARE SOLUTIONS 401(K) PLAN | DALLAS TX | 148 | $3.6M | $127K |
