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 R3 in their Schedule of Assets, totaling $7.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HILLCO, LTD. HARTLAND 401(K) RETIREMENT PLAN TRUST | KINSTON NC | 4,704 | $42.0M | $2.8M |
| 2 | FIRST FARMERS FINANCIAL CORP. FIRST FARMERS FINANCIAL CORP. 401K PROFIT SHARING PLAN | CONVERSE IN | 351 | $40.2M | $2.0M |
| 3 | ROECHLING AUTOMOTIVE USA LLP ROECHLING AUTOMOTIVE USA LLP 401K PLAN |
DUNCAN SC |
| 444 |
| $20.5M |
| $1.7M |
| 4 | TM RTA MANAGEMENT, INC. TM RTA HOLDINGS 401(K) PLAN | FRANKLIN TN | 342 | $7.2M | $601K |
| 5 | EARLY CHILDHOOD DEVELOPMENT CO, LLC EARLY CHILDHOOD DEVELOPMENT CO, LLC 403B DC PLAN | ATLANTA GA | 257 | $10.8M | $13K |
