Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding JPMorgan JPMorgan Large Cap Growth R6 - in their Schedule of Assets, totaling $7.1M 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 | PHILADELPHIA MUSEUM OF ART PHILADELPHIA MUSEUM OF ART 403(B) RETIREMENT AND SAVINGS PLAN | PHILADELPHIA PA | 579 | $136.6M | $2.4M |
| 2 | FIRELANDS REGIONAL HEALTH SYSTEM FIRELANDS REGIONAL HEALTH SYSTEM 401(K) PLAN | SANDUSKY OH | 1,762 | $59.6M | $1.2M |
| 3 | CRANBROOK EDUCATIONAL COMMUNITY |
BLOOMFIELD HILLS MI |
| 543 |
| $75.0M |
| $918K |
| 4 | MORTGAGE ASSETS MANAGEMENT, LLC MORTGAGE ASSETS MANAGEMENT, LLC 401(K) PLAN | AUSTIN TX | 6 | $4.5M | $890K |
| 5 | SOCIAL ADVOCATES FOR YOUTH, SAN DIEGO, INC. SOCIAL ADVOCATES FOR YOUTH RETIREMENT PLAN | SAN DIEGO CA | 420 | $10.6M | $551K |
| 6 | PREMIERE COMMUNICATIONS & CONSULTING PREMIERE COMMUNICATIONS & CONSULTING, INC. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 152 | $7.9M | $516K |
| 7 | TEXAS CHIROPRACTIC COLLEGE FOUNDATION INC. TEXAS CHIROPRACTIC COLLEGE 403B PLAN | PASADENA TX | 99 | $13.7M | $259K |
| 8 | HAVER TYLER, INC. HAVER TYLER PROFIT SHARING & SAVINGS PLAN | MENTOR OH | 282 | $11.4M | $255K |
| 9 | HAMPTON ROADS EDUCATIONAL TELECOMMUNICATIONS ASSOC., INC. HAMPTON ROADS EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION, INC. 403(B) RETIREMENT PLAN | NORFOLK VA | 114 | $14.6M | $85K |
| 10 | TR REAL ESTATE LLC TR REAL ESTATE LLC 401(K) PROFIT SHARING PLAN AND TRUST | MERIDIAN ID | 91 | $1.4M | $16K |
