Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Large Cap Growth Fund R6 Registered investment companies in their Schedule of Assets, totaling $11.8M 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 | BLANCHARD TRAINING & DEVELOPMENT INC. BLANCHARD TRAINING & DEVELOPMENT INC. 401(K) PLAN | ESCONDIDO CA | 250 | $65.3M | $11.2M |
| 2 | FTC SOLAR, INC. FTC SOLAR, INC. 401K PLAN | AUSTIN TX | 82 | $8.8M | $347K |
| 3 | DONORSCHOOSE.ORG DONORSCHOOSE.ORG 401(K) PROFIT SHARING PLAN |
NEW YORK NY |
| 204 |
| $18.8M |
| $285K |
