Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 53 U.S. retirement plans report holding JPMorgan JPMorgan Large-Cap Growth Fund Class R6 in their Schedule of Assets, totaling $370.1M 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 | WEIL, GOTSHAL & MANGES LLP WEIL, GOTSHAL & MANGES SECTION 401(K) SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 1,642 | $785.9M | $68.9M |
| 2 | PROHEALTH CARE, INC. PROHEALTH RETIREMENT SAVINGS PLAN | WAUKESHA WI | 4,518 | $635.2M | $55.6M |
| 3 | AVNET, INC. AVNET 401(K) PLAN |
PHOENIX AZ |
| 2,753 |
| $624.3M |
| $51.0M |
| 4 | PHI GROUP, INC. PHI GROUP, INC. 401(K) RETIREMENT PLAN | LAFAYETTE LA | 2,040 | $426.9M | $39.3M |
| 5 | RIOT GAMES RIOT GAMES 401(K) PLAN | LOS ANGELES CA | 3,345 | $676.2M | $28.6M |
| 6 | CTS CORPORATION CTS CORPORATION RETIREMENT SAVINGS PLAN | LISLE IL | 493 | $159.7M | $24.5M |
| 7 | EVERCORE PARTNERS SERVICES EAST, LLC EVERCORE PARTNERS SERVICES EAST, LLC RETIREMENT PLAN | NEW YORK NY | 1,763 | $355.1M | $15.7M |
| 8 | PRIMEX INC. PRIMEX, INC. AND AFFILIATES PROFIT SHARING AND 401(K) PLAN AND TRUST | LAKE GENEVA WI | 108 | $25.7M | $7.8M |
| 9 | FRESHFIELDS US LLP FRESHFIELDS US LLP 401(K) SAVINGS PLAN | NEW YORK NY | 772 | $114.8M | $7.5M |
| 10 | O'NEIL INDUSTRIES, INC. O'NEIL INDUSTRIES, INC. INCENTIVE SAVINGS PLAN | CHICAGO IL | 498 | $96.8M | $6.5M |
