Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JPMorgan Large Cap Growth Fund R6 Registered Investment Company in their Schedule of Assets, totaling $70.5M 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 | INGRAM INDUSTRIES INC. INGRAM 401(K) RETIREMENT PLAN | NASHVILLE TN | 5,888 | $634.1M | $30.5M |
| 2 | CALIX, INC. CALIX, INC. 401(K) RETIREMENT SAVINGS PLAN. | SAN JOSE CA | 1,014 | $256.5M | $29.9M |
| 3 | PEARL MEYER & PARTNERS, LLC PEARL MEYER 401(K) PLAN |
WELLESLEY HILLS MA |
| 148 |
| $50.0M |
| $4.8M |
| 4 | CONTENTFUL INC CONTENTFUL 401(K) PLAN | DENVER CO | 352 | $22.6M | $1.7M |
| 5 | MOMENTUM FOR HEALTH MOMENTUM FOR HEALTH 403B RETIREMENT PLAN | SAN JOSE CA | 517 | $47.3M | $1.6M |
| 6 | ADAMS AND REESE LLP ADAMS AND REESE LLP GROUP PENSION PLAN III | NEW ORLEANS LA | 131 | $17.9M | $786K |
| 7 | MERIDIAN SERVICES GROUP, LLC MERIDIAN SERVICES GROUP, LLC 401(K) PLAN | GREENSBORO GA | 167 | $8.0M | $579K |
| 8 | FINANCIAL DESIGNS, INC. FINANCIAL DESIGNS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NOVI MI | 192 | $7.3M | $505K |
| 9 | EQUALITY HEALTH, LLC EQUALITY HEALTH, LLC 401(K) PLAN | PHOENIX AZ | 230 | $18.0M | $124K |
