Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JPMorgan Chase & Co. JPMorgan Large Cap Growth R6 in their Schedule of Assets, totaling $15.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNITED COMMUNITY BANKS, INC. UNITED COMMUNITY BANKS, INC. 401(K) PLAN | BLAIRSVILLE GA | 3,064 | $295.2M | $6.7M |
| 2 | GONZAGA UNIVERSITY GONZAGA UNIVERSITY 403(B) RETIREMENT PLAN | SPOKANE WA | 2,311 | $521.5M | $2.6M |
| 3 | BLACKSTONE TECHNOLOGY GROUP BLACKSTONE TECHNOLOGY GROUP 401(K) PLAN |
BURLINGAME CA |
| 51 |
| $13.1M |
| $2.6M |
| 4 | PRIMARY CARE PARTNERS, INC. PRIMARY CARE PARTNERS, INC. 401(K) PROFIT SHARING PLAN | GRAND JUNCTION CO | 210 | $46.3M | $1.2M |
| 5 | LOS ALTOS GOLF & COUNTRY CLUB LOS ALTOS GOLF & COUNTRY CLUB 401(K) PLAN | LOS ALTOS CA | 93 | $10.0M | $835K |
| 6 | MOBILE MEDICAL RESPONSE, INCORPORATED MOBILE MEDICAL RESPONSE, INCORPORATED 401(K) PLAN | SAGINAW MI | 649 | $18.3M | $508K |
| 7 | BMH, INC. BMH, INC. RETIREMENT PLAN | BLACKFOOT ID | 874 | $27.2M | $433K |
| 8 | MESA SYSTEMS, INC. MESA SYSTEMS, INC. 401(K) PLAN | GRAND JUNCTION CO | 233 | $10.2M | $107K |
| 9 | PHOENIX SENIOR LIVING PHOENIX SENIOR LIVING 401(K) PLAN | ROSWELL GA | 2,239 | $5.4M | $10K |
