Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JPMorgan Large Cap Growth R5 Mutual fund in their Schedule of Assets, totaling $29.2M 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 | BETTE & CRING, LLC BETTE & CRING, LLC RETIREMENT PLAN & TRUST | LATHAM NY | 163 | $53.7M | $9.1M |
| 2 | LOOMIS CHAFFEE SCHOOL THE LOOMIS INSTITUTE PENSION PLAN | WINDSOR CT | 303 | $126.4M | $7.9M |
| 3 | HEDGESERV CORPORATION HEDGESERV CORPORATION 401(K) PLAN |
NEW YORK NY |
| 415 |
| $44.1M |
| $6.0M |
| 4 | AMERICAN ASSOCIATION OF ADVERTISING AGENCIES, INC. AAAA STAFF TAX-DEFERRED SAVINGS PLAN | NEW YORK NY | 88 | $28.9M | $3.8M |
| 5 | IRWIN R. ROSE & COMPANY, LLC IRWIN R. ROSE & COMPANY, LLC 401(K) PROFIT SHARING PLAN | INDIANAPOLIS IN | 148 | $16.6M | $1.5M |
| 6 | DELL RETIREMENT SERVICES, INC SHANNONDELL 401(K) PLAN | AUDUBON PA | 544 | $18.2M | $690K |
| 7 | CAROFFER, LLC CAROFFER 401(K) PLAN | ADDISON TX | 164 | $5.0M | $153K |
| 8 | VASKO ELECTRIC, INC. VASKO ELECTRIC, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 97 | $20.4M | $144K |
| 9 | KUKURIN CONTRACTING, INC. KUKURIN CONTRACTING, INC. PREVAILING WAGE PLAN | EXPORT PA | 66 | $14.0M | $20K |
