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-R5 Registered Investment Company in their Schedule of Assets, totaling $171.5M 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 REINALT-THOMAS CORPORATION DISCOUNT TIRE/AMERICA'S TIRE RETIREMENT PLAN | SCOTTSDALE AZ | 15,665 | $1.4B | $169.0M |
| 2 | KEUKA COLLEGE KEUKA COLLEGE RETIREMENT PLAN | KEUKA PARK NY | 193 | $43.9M | $1.1M |
| 3 | RM DISTRIBUTORS, LLC MALETIS BEVERAGE 401(K) RETIREMENT PLAN |
PORTLAND OR |
| 390 |
| $21.9M |
| $607K |
| 4 | AROCAM INC AROCAM, INC. 401(K) PROFIT SHARING PLAN | TAUNTON MA | 138 | $5.3M | $405K |
| 5 | UNIVERSAL LAND CONSTRUCTION COMPANY UNIVERSAL LAND 401(K) PROFIT SHARING PLAN AND TRUST | WOODINVILLE WA | 68 | $15.0M | $389K |
