Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding JPMorgan Large Cap Growth Mutual funds in their Schedule of Assets, totaling $60.8M 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 | JOHNSON & WALES UNIVERSITY JOHNSON & WALES UNIVERSITY 401(K) RETIREMENT SAVINGS PLAN | PROVIDENCE RI | 1,243 | $367.9M | $26.9M |
| 2 | DIAMONDBACK E & P LLC DIAMONDBACK E & P LLC 401(K) PLAN | OKLAHOMA CITY OK | 1,028 | $250.7M | $18.9M |
| 3 | MEMBRANE HOLDINGS LLC ENTEK 401(K) PLAN |
LEBANON OR |
| 569 |
| $66.7M |
| $4.0M |
| 4 | KLS MARTIN L.P. KLS MARTIN L.P. 401(K) SALARY REDUCTION PLAN & TRUST | JACKSONVILLE FL | 768 | $70.2M | $2.9M |
| 5 | J.B. COXWELL CONTRACTING, INC. J. B. COXWELL CONTRACTING, INC. 401(K) PLAN AND TRUST | JACKSONVILLE FL | 291 | $17.8M | $2.5M |
| 6 | PRODUCERS DAIRY FOODS INC. PRODUCERS DAIRY FOODS INC. 401(K) PROFIT SHARING PLAN | FRESNO CA | 993 | $74.2M | $1.5M |
| 7 | CLICK BOND, INC. CLICK BOND, INC. 401(K) PLAN | CARSON CITY NV | 524 | $48.6M | $1.4M |
| 8 | PERLICK CORPORATION PERLICK CORPORATION RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 214 | $34.2M | $1.3M |
| 9 | AMERICAN RACING & ENTERTAINMENT, LLC AMERICAN RACING & ENTERTAINMENT, LLC 401(K) PLAN | NICHOLS NY | 722 | $13.4M | $703K |
| 10 | MORE CONSULTING CORP. MORE CONSULTING CORP. 401(K) PROFIT SHARING PLAN | YAPHANK NY | 63 | $6.7M | $473K |
