Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Large Cap Growth R4 in their Schedule of Assets, totaling $14.1M 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 | SAN FRANCISCO BASEBALL ASSOCIATES SAN FRANCISCO GIANTS 401K PLAN | SAN FRANCISCO CA | 607 | $92.3M | $12.2M |
| 2 | OZ ARCHITECTURE, INC. OZ ARCHITECTURE PROFIT SHARING PLAN | DENVER CO | 146 | $34.8M | $1.6M |
| 3 | COE-BROWN NORTHWOOD ACADEMY COE-BROWN NORTHWOOD ACADEMY TAX-DEFERRED ANNUITY PLAN |
NORTHWOOD NH |
| 131 |
| $24.9M |
| $317K |
