Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JPMorgan Large Cap Growth R5 in their Schedule of Assets, totaling $9.1M 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 | HUTCHINSON FMS, INC. HUTCHINSON CORPORATION 401(K) PLAN & TRUST | AUBURN HILLS MI | 1,778 | $213.5M | $8.1M |
| 2 | ARTS & LETTERS CREATIVE CO., LLC ARTS & LETTERS CREATIVE CO. , LLC 401(K) PLAN | RICHMOND VA | 149 | $11.0M | $462K |
| 3 | CENTENARY UNIVERSITY CENTENARY UNIVERSITY DEFINED CONTRIBUTION RETIREME |
HACKETTSTOWN NJ |
| 116 |
| $42.3M |
| $324K |
| 4 | EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN | GREENVILLE NC | 199 | $63.2M | $146K |
| 5 | H.M. CRAGG COMPANY H.M. CRAGG COMPANY 401(K) PROFIT SHARING PLAN | EDINA MN | 157 | $12.4M | $102K |
| 6 | WIDENER UNIVERSITY INC. WIDENER UNIVERSITY INC. VEBA HEALTH SAVINGS PLAN | CHESTER PA | 209 | $4.3M | $7K |
