Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JPMorgan Investor Growth R6 Mutual fund in their Schedule of Assets, totaling $911K 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 | CALISE & SONS BAKERY, INC. CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN | LINCOLN RI | 289 | $7.4M | $303K |
| 2 | GENPRO, INC. GENPRO INC. 401(K) PROFIT SHARING PLAN | RUTHERFORD NJ | 71 | $8.1M | $148K |
| 3 | NEUDESIC, LLC NEUDESIC, LLC 401(K) PROFIT SHARING PLAN |
IRVINE CA |
| 612 |
| $54.0M |
| $131K |
| 4 | FENWAL INTERNATIONAL, INC. FENWAL INTERNATIONAL, INC. SAVINGS AND RETIREMENT PLAN | SAN GERMAN PR | 938 | $29.3M | $123K |
| 5 | AMERICANTCS FIDUCIARY SERVICES, LLC RPS SMARTCOURSE SAVINGS PLAN | PITTSBURGH PA | 691 | $10.1M | $109K |
| 6 | AHEPA MANAGEMENT COMPANY, INC. AHEPA MANAGEMENT COMPANY, INC. 403(B) PLAN | FISHERS IN | 304 | $9.7M | $97K |
