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 R6 Fund Mutual fund in their Schedule of Assets, totaling $11.2M 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 | FLYNN RESTAURANT GROUP LP FLYNN RESTAURANT GROUP 401(K) RETIREMENT PLAN | INDEPENDENCE OH | 24,677 | $118.5M | $8.9M |
| 2 | WESTERN MANAGEMENT, INC. WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN | BROOK PARK OH | 315 | $18.4M | $784K |
| 3 | HELIX, INC. DBA HELIX GENOMICS |
SAN MATEO CA |
| 217 |
| $23.0M |
| $740K |
| 4 | SP ORIAN, LLC SP ORIAN, LLC 401(K) PLAN | ANDERSON SC | 100 | $4.9M | $477K |
| 5 | BRAVAS, LLC BRAVAS 401(K) PLAN | OVERLAND PARK KS | 268 | $14.3M | $274K |
| 6 | CORE, LLC CORE, LLC 401(K) SAFE HARBOR PLAN | BATON ROUGE LA | 427 | $9.4M | $44K |
