Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JPMorgan JP Morgan Large Cap Growth R6 in their Schedule of Assets, totaling $20.0M 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 | EPSTEIN BECKER & GREEN, P.C. EPSTEIN BECKER & GREEN, P.C. 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 463 | $167.7M | $10.7M |
| 2 | NXG, LLC NXG, LLC SAVINGS & RETIREMENT PLAN | PHOENIX AZ | 1,332 | $36.7M | $2.7M |
| 3 | CREDIT UNION ONE CREDIT UNION ONE CAPITAL ACCUMULATION PLAN |
FERNDALE MI |
| 338 |
| $30.6M |
| $2.3M |
| 4 | O'NEILL MANAGEMENT, LLC O'NEILL HEALTHCARE 401(K) PLAN | NORTH RIDGEVILLE OH | 965 | $18.1M | $1.7M |
| 5 | DANE STREET, LLC DANE STREET 401(K) PLAN | PALM BEACH GARDENS FL | 280 | $8.0M | $1.1M |
| 6 | THE BUDD GROUP, INC. BUDD GROUP, INC. 401(K) SAVINGS PLAN | WINSTON-SALEM NC | 2,283 | $5.4M | $835K |
| 7 | HORACE MANN SCHOOL HORACE MANN SCHOOL RETIREMENT AND SAVINGS PLAN | BRONX NY | 426 | $252.2M | $688K |
| 8 | FAMILY SERVICE OF THE PIEDMONT, INC. FAMILY SERVICE OF THE PIEDMONT, INC. RETIREMENT PLAN | JAMESTOWN NC | 131 | $2.9M | $56K |
| 9 | CALVERT COUNTY DAY SCHOOL, INC THE CALVERTON SCHOOL 403(B) RETIREMENT PLAN | HUNTINGTOWN MD | 45 | $7.6M | $14K |
