Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan Large-Cap Growth Fund Class I in their Schedule of Assets, totaling $14.8M 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 | MOL (AMERICAS) LLC MOL RETIREMENT & SAVINGS PLAN | WOODBRIDGE NJ | 109 | $77.0M | $12.5M |
| 2 | KILPATRICK TOWNSEND & STOCKTON LLP KILPATRICK TOWNSEND & STOCKTON LLP CASH BALANCE PLAN MASTER TRUST | ATLANTA GA | — | $39.7M | $1.0M |
| 3 | COASTAL FEDERAL CREDIT UNION COASTAL FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PENSION PLAN AND TRUST |
RALEIGH NC |
| 522 |
| $60.0M |
| $824K |
| 4 | MIDWEST ORTHOPAEDIC CONSULTANTS, SC MIDWEST ORTHOPAEDIC CONSULTANTS, S. C. PROFIT SHARING 401(K) PLAN | ORLAND PARK IL | 77 | $13.9M | $366K |
| 5 | GEN3 MARKETING, LLC GEN3 MARKETING, LLC 401(K) PLAN | BLUE BELL PA | 82 | $7.1M | $74K |