Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding JPMorgan JPM Lg Cap Growth R6 in their Schedule of Assets, totaling $289.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WAKEMED WAKEMED RETIREMENT SAVINGS PLAN | RALEIGH NC | 12,421 | $1.4B | $190.9M |
| 2 | TERUMO BLOOD AND CELL TECHNOLOGIES, INC. TERUMO BCT, INC. 401(K) PLAN | LAKEWOOD CO | 1,807 | $348.9M | $41.8M |
| 3 | MEMORIAL HEALTH SYSTEM MEMORIAL HEALTH SYSTEM 403(B) PLAN |
SPRINGFIELD IL |
| 1,388 |
| $133.9M |
| $31.5M |
| 4 | SUN COMMUNITIES, INC. SUN COMMUNITIES, INC. 401(K) PLAN | SOUTHFIELD MI | 2,777 | $83.5M | $6.7M |
| 5 | INTERFACE REHAB, INC. INTERFACE REHAB, INC. 401(K) RETIREMENT SAVINGS PLAN | PLACENTIA CA | 1,167 | $47.8M | $5.1M |
| 6 | GOODWYN MILLS CAWOOD, LLC GOODWYN MILLS CAWOOD, LLC 401(K) PROFIT SHARING PLAN AND TRUST | MONTGOMERY AL | 643 | $54.6M | $4.1M |
| 7 | BROE MANAGEMENT COMPANY, LLC D/B/A/ THE BROE GROUP THE BROE GROUP 401(K) RETIREMENT SAVINGS PLAN | DENVER CO | 581 | $50.3M | $3.0M |
| 8 | HERZING UNIVERSITY, LTD HERZING UNIVERSITY, LTD. SAVINGS PLAN | MILWAUKEE WI | 1,634 | $61.9M | $1.7M |
| 9 | RUSSELL SIGLER, INC. SIGLER PROFIT SHARING AND 401(K) PLAN | TOLLESON AZ | 806 | $120.2M | $1.2M |
| 10 | ELEMENTIA USA LLC ELEMENTIA USA LLC RETIREMENT PLAN | HOUSTON TX | 362 | $16.4M | $1.1M |
