Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 68 U.S. retirement plans report holding JPMorgan JPMorgan Large-Cap Growth Fund in their Schedule of Assets, totaling $216.1M 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 | RICHEMONT NORTH AMERICA, INC. RICHEMONT NORTH AMERICA, INC. RETIREMENT PLAN | SHELTON CT | 3,701 | $456.5M | $35.6M |
| 2 | MOVEMENT MORTGAGE, LLC MOVEMENT MORTGAGE 401(K) PLAN | INDIAN LAND SC | 3,711 | $333.9M | $24.0M |
| 3 | DCC LPG HOLDINGS, INC. DCC 401(K) RETIREMENT PLAN |
ROBERTS IL |
| 2,315 |
| $143.1M |
| $14.2M |
| 4 | GELLERT GLOBAL GROUP GELLERT GLOBAL GROUP RETIREMENT PLAN | ELIZABETH NJ | 1,834 | $85.3M | $11.8M |
| 5 | SMBC MANUBANK SMBC MANUBANK SAVINGS SYSTEM | LOS ANGELES CA | 889 | $106.4M | $10.9M |
| 6 | SUN RIVER HEALTH, INC. SUN RIVER HEALTH, INC. 403(B) RETIREMENT PLAN | PEEKSKILL NY | 1,894 | $156.7M | $9.1M |
| 7 | BROWN WINICK LAW FIRM BROWN, WINICK, GRAVES, GROSS AND BASKERVILLE, P.L.C. 401(K) PLAN | DES MOINES IA | 168 | $62.8M | $8.3M |
| 8 | OSI INDUSTRIES, LLC OSI INDUSTRIES, LLC PROFIT SHARING AND EMPLOYEES SAVINGS PLAN | AURORA IL | 2,190 | $114.1M | $7.8M |
| 9 | PRESBYTERIAN HOMES RETIREMENT SAVINGS 403(B) PLAN FOR EMPLOYEES OF PRESBYTERIAN HOMES | SKOKIE IL | 1,235 | $69.5M | $7.3M |
| 10 | WEST COAST MATERIALS, INC. WEST COAST MATERIALS, INC. 401(K) PROFIT SHARING PLAN | BUENA PARK CA | 683 | $51.2M | $6.8M |