Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan Large Cap Growth R5 in their Schedule of Assets, totaling $895K 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 | ARTS & LETTERS CREATIVE CO., LLC ARTS & LETTERS CREATIVE CO. , LLC 401(K) PLAN | RICHMOND VA | 149 | $11.0M | $462K |
| 2 | CENTENARY UNIVERSITY CENTENARY UNIVERSITY DEFINED CONTRIBUTION RETIREME | HACKETTSTOWN NJ | 116 | $42.3M | $324K |
| 3 | H.M. CRAGG COMPANY H.M. CRAGG COMPANY 401(K) PROFIT SHARING PLAN |
EDINA MN |
| 157 |
| $12.4M |
| $102K |
| 4 | WIDENER UNIVERSITY INC. WIDENER UNIVERSITY INC. VEBA HEALTH SAVINGS PLAN | CHESTER PA | 209 | $4.3M | $7K |