Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan Large Cap Growth R3 Mutual funds in their Schedule of Assets, totaling $14.4M 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 | FLUID-FLOW PRODUCTS, INC. FLUID FLOW PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 1,176 | $70.9M | $10.4M |
| 2 | DUTY FREE AMERICAS, INC. DUTY FREE AMERICAS, INC. RETIREMENT SAVINGS PLAN | HOLLYWOOD FL | 1,257 | $30.3M | $2.4M |
| 3 | DECRESCENTE DISTRIBUTING CO INC |
MECHANICVILLE NY |
| 401 |
| $41.8M |
| $1.6M |
| 4 | MENTAL HEALTH AMERICA OF LOS ANGELES MHALA 403(B) PLAN | LONG BEACH CA | 510 | $13.4M | $95K |
