Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding JPMorgan Large-Cap Growth Fund Mutual Funds in their Schedule of Assets, totaling $81.0M 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 | UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY OF SOUTHERN CALIFORNIA DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 21,620 | $5.0B | $50.0M |
| 2 | CHARLOTTE PIPE AND FOUNDRY COMPANY CHARLOTTE PIPE AND FOUNDRY COMPANY 401(K) RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 1,819 | $284.5M | $23.0M |
| 3 | EXOS |
PHOENIX AZ |
| 2,351 |
| $49.5M |
| $2.9M |
| 4 | THE WINTER CONSTRUCTION THE WINTER CONSTRUCTION COMPANY 401(K) RETIREMENT SAVINGS | ATLANTA GA | 216 | $28.9M | $2.7M |
| 5 | MASON, BRUCE & GIRARD, INC. MASON, BRUCE & GIRARD, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | PORTLAND OR | 77 | $10.2M | $611K |
| 6 | CBT NUGGETS, LLC CBT NUGGETS 401(K) PLAN | EUGENE OR | 77 | $15.5M | $520K |
| 7 | HERA HEALTH PARTNERS INC HERA HEALTH 401(K) PLAN | LAS VEGAS NV | 263 | $17.1M | $482K |
| 8 | THE RECTORY SCHOOL THE RECTORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | POMFRET CT | 154 | $24.0M | $301K |
| 9 | ASTROPHYSICS, INC. ASTROPHYSICS, INC. 401(K) PLAN | CITY OF INDUSTRY CA | 148 | $8.1M | $258K |
| 10 | MAGNESITA REFRACTORIES COMPANY PENSION PLAN FOR EMPLOYEES OF MAGNESITA REFRACTORIES COMPANY | YORK PA | 77 | $71.3M | $58K |
