Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Jpmorgan Large Cap Growth Class R6 Registered Investment Company in their Schedule of Assets, totaling $118.9M 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 | LEGACY HEALTH LEGACY HEALTH 403(B) PLAN | PORTLAND OR | 14,472 | $2.0B | $76.1M |
| 2 | LEGACY HEALTH LEGACY HEALTH DEFINED CONTRIBUTION RETIREMENT PLAN | PORTLAND OR | 10,847 | $817.2M | $22.1M |
| 3 | RADIATE HOLDCO, LLC RADIATE HOLDCO, LLC RETIREMENT SAVINGS PLAN |
PRINCETON NJ |
| 2,817 |
| $317.0M |
| $11.4M |
| 4 | DAVID Y. MARTIN JR., LLC PROFIT SHARING PLAN & TRUST OF DAVID Y. MARTIN, JR., LLC | NEW ORLEANS LA | 122 | $13.1M | $4.5M |
| 5 | GOOD SHEPHERD HEALTH CARE SYSTEM GOOD SHEPHERD HEALTH CARE SYSTEM TAX SHELTERED RETIREMENT PLAN | HERMISTON OR | 954 | $92.5M | $2.7M |
| 6 | UPSTATE CEREBRAL PALSY DBA UPSTATE CARING PARTNERS UPSTATE CARING PARTNERS 403(B) RETIREMENT PLAN | UTICA NY | 1,653 | $66.4M | $2.1M |
