Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Jpm Lgcap Gr R6 Mutual Funds in their Schedule of Assets, totaling $3.7M 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 | SAN DIEGO COASTAL MEDICAL GROUP, INC. SCRIPPS COASTAL MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 286 | $136.5M | $1.8M |
| 2 | LACALLE GROUP, LLC LACALLE GROUP, LLC 401(K) PROFIT SHARING PLAN | AUSTIN TX | 150 | $20.9M | $1.1M |
| 3 | THE MIND GYM USA INC |
NEW YORK NY |
| 68 |
| $10.2M |
| $153K |
| 4 | ESTIS COMPRESSION, LLC ESTIS COMPRESSION, LLC 401(K) PROFIT SHARING PLAN AND TRUST | KILGORE TX | 320 | $7.9M | $147K |
| 5 | HELM43, LLC HELM43, LLC 401(K) & PROFIT SHARING PLAN | PLYMOUTH MI | 306 | $12.9M | $134K |
| 6 | DATAMENTORS, LLC DATAMENTORS, LLC 401(K) PROFIT SHARING PLAN | WESLEY CHAPEL FL | 0 | $0 | $116K |
| 7 | ANDERSON CENTER FOR AUTISM ANDERSON CENTER FOR AUTISM RETIREMENT PLAN | STAATSBURG NY | 786 | $58.9M | $105K |
| 8 | PIPER FIRE PROTECTION, INC. PIPER FIRE PROTECTION, LLC 401(K) PLAN & TRUST | CLEARWATER FL | 0 | $0 | $99K |
| 9 | U.S. WATER SERVICES CORPORATION U.S. WATER SERVICES CORPORATION 401(K) PLAN | NEW PORT RICHEY FL | 777 | $22.2M | $25K |
| 10 | THE PRIORITY CENTER, ENDING THE CYCLE OF GENERATIONAL TRAUMA THE PRIORITY CENTER 403(B) PLAN | SANTA ANA CA | 118 | $2.6M | $7K |
