Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding JPM LRG CP GWTH R3 in their Schedule of Assets, totaling $24.5M 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 | SILVERSTEIN PROPERTIES, LLC SILVERSTEIN PROPERTIES, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 242 | $71.5M | $9.6M |
| 2 | CENTURY MOLD CO., INC. CENTURY MOLD CO., INC. SECTION 401(K) PLAN | ROCHESTER NY | 467 | $25.6M | $3.6M |
| 3 | THE ELECTRIC MOTOR REPAIR CO. |
ROSEDALE MD |
| 199 |
| $17.4M |
| $2.5M |
| 4 | INTELLIGENT DECISION SYSTEMS, IN INTELLIGENT DECISION SYSTEMS, INC. 401(K) PLAN | GAINESVILLE VA | 33 | $14.5M | $2.1M |
| 5 | LOGOPLASTE USA SYRACUSE, LLC LOGOPLASTE USA SYRACUSE LLC 401(K) PLAN | PLAINFIELD IL | 595 | $18.1M | $1.6M |
| 6 | MESSAGEBIRD USA, INC MESSAGEBIRD USA, INC 401(K) PROFIT SHARING PLAN | BETHESDA MD | 53 | $23.4M | $1.3M |
| 7 | WORLDVU DEVELOPMENT LLC WORLDVU DEVELOPMENT LLC 401(K) SAVINGS PLAN | MCLEAN VA | 82 | $15.7M | $1.0M |
| 8 | CREATIVE WORLD OF CHILD CARE IN CREATIVE WORLD OF CHILD CARE INC 401K PLAN | DAYTON OH | 106 | $3.3M | $744K |
| 9 | HUTCHINS MOTORS, INC. O'CONNOR GMC RETIREMENT SAVINGS PLAN | AUGUSTA ME | 194 | $16.5M | $609K |
| 10 | TREFETHEN FAMILY WINERY, LLC TREFETHEN PROFIT SHARING AND 401(K) SAVINGS PLAN | NAPA CA | 103 | $10.5M | $535K |
