Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 55 U.S. retirement plans report holding JPMorgan Large-Cap Growth Fund R6 in their Schedule of Assets, totaling $359.9M 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 | IOWA HEALTH SYSTEM IOWA HEALTH SYSTEM SECTION 401(K) RETIREMENT SAVINGS PLAN | WEST DES MOINES IA | 25,777 | $3.3B | $133.1M |
| 2 | AFLAC INCORPORATED AFLAC INCORPORATED 401(K) SAVINGS AND PROFIT SHARING PLAN | COLUMBUS GA | 5,776 | $1.1B | $85.0M |
| 3 | JOINT BOARD OF TRUSTEES MO-KAN IRON WORKERS PENSION PLAN |
KANSAS CITY MO |
| 1,008 |
| $265.9M |
| $23.7M |
| 4 | AVL MICHIGAN HOLDING CORPORATION AVL NORTH AMERICA, INC. 401(K) PLAN | PLYMOUTH MI | 505 | $152.0M | $12.6M |
| 5 | MERITER HEALTH SYSTEMS, INC. MERITER 401(K) PLAN | MADISON WI | 3,454 | $334.6M | $12.1M |
| 6 | HYDROGEOLOGIC, INC. HYDROGEOLOGIC, INC. 401(K) PROFIT SHARING PLAN | RESTON VA | 573 | $92.2M | $7.6M |
| 7 | EXCEL CONTRACTORS, LLC EXCEL GROUP 401(K) SAVINGS PLAN | BATON ROUGE LA | 7,735 | $53.6M | $6.3M |
| 8 | BRANDYWINE REALTY TRUST BRANDYWINE REALTY TRUST 401K PROFIT SHARING PLAN | PHILADELPHIA PA | 281 | $71.1M | $6.3M |
| 9 | INFORMATION SERVICES GROUP, INC. INFORMATION SERVICES GROUP, INC. PROFIT SHARING PLAN | STAMFORD CT | 405 | $118.0M | $6.1M |
| 10 | NUVISION FEDERAL CREDIT UNION NUVISION FEDERAL CREDIT UNION SAVINGS PLAN | HUNTINGTON BEACH CA | 541 | $69.4M | $5.8M |
