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 R6 N/A in their Schedule of Assets, totaling $20.2M 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 | OSI RESTAURANT PARTNERS, LLC OSI RESTAURANT PARTNERS, LLC SALARIED EMPLOYEES 401(K) PLAN AND TRUST | TAMPA FL | 4,894 | $194.9M | $14.8M |
| 2 | THE BRUCE COMPANY OF WISCONSIN, INC. THE BRUCE COMPANY OF WISCONSIN, INC. PROFIT SHARING AND SAVINGS PLAN | MIDDLETON WI | 250 | $21.8M | $4.6M |
| 3 | NAVIANT, LLC. |
VERONA WI |
| 130 |
| $21.7M |
| $558K |
| 4 | SMART MOTORS, INC. SMART MOTORS, INC. 401(K) SAVINGS PLAN | MADISON WI | 229 | $6.6M | $125K |
| 5 | CHEMSTREAM, INC. CHEMSTREAM, INC. 401(K) PLAN | HOMER CITY PA | 248 | $16.2M | $54K |
