Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 193 U.S. retirement plans report holding JPMorgan Large-Cap Growth Fund in their Schedule of Assets, totaling $664.1M 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 | TETRA PAK, INC. TETRA PAK RETIREMENT SAVINGS PLAN | DENTON TX | 1,665 | $500.2M | $45.7M |
| 2 | ORLANDO HEALTH, INC. ORLANDO HEALTH, INC. RETIREMENT SAVINGS PLAN 401A | ORLANDO FL | 10,132 | $458.0M | $36.2M |
| 3 | WATCO COMPANIES, L.L.C. WATCO COMPANIES, L.L.C. 401(K) PLAN |
PITTSBURG KS |
| 4,284 |
| $188.1M |
| $20.0M |
| 4 | BRAY INTERNATIONAL, INC. BRAY INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 902 | $109.7M | $19.6M |
| 5 | TACO, INC. TACO, INC. PROFIT SHARING & 401(K) PLAN | CRANSTON RI | 666 | $107.6M | $18.9M |
| 6 | BROWN RUDNICK LLP BROWN RUDNICK LLP 401K PROFIT SHARING PLAN A | BOSTON MA | 280 | $140.5M | $17.9M |
| 7 | TENNESSEE FARMERS COOPERATIVE CO-OP PENSION PLAN | LAVERGNE TN | 3,289 | $406.0M | $17.2M |
| 8 | AAON, INC. AAON, INC. SAVINGS AND INVESTMENT PLAN | TULSA OK | 4,648 | $448.8M | $16.9M |
| 9 | TENNESSEE FARMERS COOPERATIVE CO-OP PENSION PLAN | LAVERGNE TN | 3,312 | $385.7M | $13.8M |
| 10 | MOOG, INC. MOOG INC. RETIREMENT SAVINGS PLAN | EAST AURORA NY | 5,525 | $677.7M | $13.6M |
