Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan Large Cap Growth Pooled separate account N/A in their Schedule of Assets, totaling $10.8M 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 | FIRST COMMUNITY CREDIT UNION FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN | JAMESTOWN ND | 224 | $39.1M | $8.7M |
| 2 | TRAVIS INDUSTRIES INC TRAVIS INDUSTRIES, INC. 401K PLAN | MUKILTEO WA | 362 | $38.1M | $869K |
| 3 | BROKEN SOUND CLUB, INC. BROKEN SOUND CLUB, INC. 401(K) PROFIT-SHARING PLAN |
BOCA RATON FL |
| 378 |
| $5.8M |
| $577K |
| 4 | CIRCLE 9 RESOURCES LLC CIRCLE 9 RESOURCES 401(K) PLAN | OKLAHOMA CITY OK | 128 | $7.3M | $379K |
| 5 | WHEATLAND BANK WHEATLAND BANK EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS | SPOKANE WA | 0 | $16.2M | $306K |
