Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMorgan Large Cap Growth R3 in their Schedule of Assets, totaling $11.2M 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 | CITY FACILITIES MANAGEMENT (US) LLC CITY FACILITIES MANAGEMENT (US) LLC 401(K) PLAN | JACKSONVILLE FL | 608 | $45.4M | $3.7M |
| 2 | HILLCO, LTD. HARTLAND 401(K) RETIREMENT PLAN TRUST | KINSTON NC | 4,704 | $42.0M | $2.8M |
| 3 | FIRST FARMERS FINANCIAL CORP. FIRST FARMERS FINANCIAL CORP. 401K PROFIT SHARING PLAN |
CONVERSE IN |
| 351 |
| $40.2M |
| $2.0M |
| 4 | ROECHLING AUTOMOTIVE USA LLP ROECHLING AUTOMOTIVE USA LLP 401K PLAN | DUNCAN SC | 444 | $20.5M | $1.7M |
| 5 | TM RTA MANAGEMENT, INC. TM RTA HOLDINGS 401(K) PLAN | FRANKLIN TN | 342 | $7.2M | $601K |
| 6 | CPC, LLC CPC, LLC 401(K) PROFIT SHARING PLAN & TRUST | BETHEL CT | 355 | $6.0M | $456K |
| 7 | EARLY CHILDHOOD DEVELOPMENT CO, LLC EARLY CHILDHOOD DEVELOPMENT CO, LLC 403B DC PLAN | ATLANTA GA | 257 | $10.8M | $13K |
