Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JPMorgan Large Cap Growth R4 JPMorgan 0 in their Schedule of Assets, totaling $6.3M 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 | THE AAGARD GROUP, LLC THE AAGARD GROUP, LLC. 401(K) PS PLAN | ALEXANDRIA MN | 314 | $25.8M | $5.0M |
| 2 | THE IRIS GROUP THE IRIS GROUP INC. 401(K) RETIREMENT SAVINGS PLAN | CARLSBAD CA | 90 | $15.4M | $1.3M |
