Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding JPMorgan JPMorgan Large-Cap Growth in their Schedule of Assets, totaling $76.1M 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 | THE DAVEY TREE EXPERT COMPANY THE DAVEY 401KSOP AND ESOP | KENT OH | 7,923 | $448.4M | $23.8M |
| 2 | DESILVA GATES CONTRUCTION, LP ODS RETIREMENT PLAN | DUBLIN CA | 312 | $89.6M | $7.9M |
| 3 | LETTUCE ENTERTAIN YOU ENTERPRISES, INC. LETTUCE ENTERTAIN YOU EMPLOYEE SAVINGS PLAN |
CHICAGO IL |
| 5,751 |
| $66.7M |
| $7.3M |
| 4 | CAMERON LNG LLC CAMERON LNG RETIREMENT SAVINGS PLAN | HOUSTON TX | 339 | $93.4M | $5.7M |
| 5 | ATCS, PLC ATCS, P.L.C. 401(K) PLAN | HERNDON VA | 292 | $35.6M | $5.3M |
| 6 | A. FINKL & SONS CO. FINKL STEEL SAVINGS PLAN | CHICAGO IL | 322 | $44.0M | $3.7M |
| 7 | MORGAN & MORGAN P A MORGAN & MORGAN P A 401(K) PROFIT SHARING PLAN AND TRUST | ORLANDO FL | 4,754 | $192.7M | $3.7M |
| 8 | ABC LIQUORS, INC. DBA ABC FINE WINE & SPIRITS ABC FINE WINE & SPIRITS 401K RETIREMENT & SAVINGS PLAN | ORLANDO FL | 1,083 | $45.0M | $3.2M |
| 9 | URBAN HEALTH PLAN, INC. URBAN HEALTH PLAN, INC. 401(K) PLAN | BRONX NY | 954 | $64.9M | $2.6M |
| 10 | VERMEER SOUTHEAST SALES & SERVICE, INC. VERMEER SOUTHEAST SALES & SERVICES, INC. EMPLOYEE'S PROFIT SHARING PLAN | OCOEE FL | 271 | $27.6M | $2.2M |
