Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan Large Cap Growth Fund N/R in their Schedule of Assets, totaling $16.9M 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 | AIR WISCONSIN AIRLINES LLC AIR WISCONSIN PILOTS 401(K) PLAN | APPLETON WI | 329 | $117.0M | $11.2M |
| 2 | THE ALDEN GROUP, LTD. THE ALDEN NETWORK 401(K) PLAN | CHICAGO IL | 3,785 | $128.2M | $4.3M |
| 3 | COMMUNITY MENTAL HEALTH AFFILIATES, INC. CMHA 403(B) PLAN |
NEW BRITAIN CT |
| 315 |
| $14.5M |
| $1.1M |
| 4 | THE DELONG CO INC THE DELONG CO INC 401(K) PROFIT SHARING PLAN AND TRUST | CLINTON WI | 399 | $23.2M | $307K |
