Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 45 U.S. retirement plans report holding Jpmorgan Large Cap Growth Mutual Fund in their Schedule of Assets, totaling $176.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PEMCO MUTUAL INSURANCE COMPANY PEMCO 401(K) PLAN | SEATTLE WA | 453 | $260.4M | $31.9M |
| 2 | JOHNSON FINANCIAL GROUP, INC. JOHNSON FINANCIAL GROUP, INC. RETIREMENT AND SAVIN | RACINE WI | 893 | $278.6M | $28.1M |
| 3 | BARONA BAND OF MISSION INDIANS BARONA EMPLOYEES 401(K) RETIREMENT PLAN |
LAKESIDE CA |
| 1,860 |
| $134.1M |
| $22.1M |
| 4 | CHUGACH ALASKA CORPORATION CHUGACH 401(K) PLAN | ANCHORAGE AK | 4,058 | $256.0M | $21.0M |
| 5 | NATIONAL BEEF PACKING COMPANY, LLC NATIONAL BEEF 401(K) PLAN | KANSAS CITY MO | 4,623 | $130.8M | $20.8M |
| 6 | MIPS HOLDING, INC. MIPS 401(K) PLAN | SANTA CLARA CA | 119 | $43.6M | $7.5M |
| 7 | BERING STRAITS NATIVE CORPORATION BERING STRAITS NATIVE CORPORATION 401(K) PLAN | ANCHORAGE AK | 2,357 | $108.8M | $7.1M |
| 8 | PCF INSURANCE SERVICES OF THE WEST, LLC PCF 401(K) PLAN | LINDON UT | 2,693 | $109.1M | $5.1M |
| 9 | 9 DOT EDUCATION SOLUTIONS, LLC 9DOT 401(K) PLAN | PASADENA CA | 2,009 | $101.7M | $4.4M |
| 10 | KEG 1 O'NEAL LLC KEG 1 401(K) PLAN | WEATHERFORD TX | 377 | $23.0M | $3.9M |
