Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Jpmorgan Large Cap Growth R6 Mutual Fund N/A in their Schedule of Assets, totaling $27.8M 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 | CLEAN ENERGY CLEAN ENERGY 401(K) PLAN | NEWPORT BEACH CA | 559 | $75.9M | $6.5M |
| 2 | SOUTH DAKOTA NETWORK, LLC SOUTH DAKOTA NETWORK, LLC 401(K) PLAN | SIOUX FALLS SD | 114 | $30.1M | $2.7M |
| 3 | LIGHT WAVE DENTAL MANAGEMENT, LLC LIGHTWAVE DENTAL RETIREMENT PLAN |
WOODBRIDGE VA |
| 1,736 |
| $53.7M |
| $2.3M |
| 4 | STATE BAR OF ARIZONA STATE BAR OF ARIZONA 401(K) PLAN | PHOENIX AZ | 94 | $22.5M | $2.2M |
| 5 | OHIO ANESTHESIA GROUP, INC. OHIO ANESTHESIA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CANTON OH | 107 | $62.1M | $1.8M |
| 6 | KORBER PHARMA, INC. KORBER PHARMA, INC. SAVINGS PLAN | FARGO ND | 192 | $18.6M | $1.8M |
| 7 | LEITNER POMA OF AMERICA, INC LEITNER POMA OF AMERICA, INC 401(K) PLAN | GRAND JUNCTION CO | 206 | $24.9M | $1.3M |
| 8 | AVR, LLC TEAMSTERS LOCAL UNION NO. 120 MONEY PURCHASE PENSION PLAN | APPLE VALLEY MN | 98 | $21.9M | $1.3M |
| 9 | HOPPER (USA), INC. HOPPER 401(K) PLAN | BOSTON MA | 242 | $17.6M | $1.1M |
| 10 | VERIHA TRUCKING, INC. VERIHA TRUCKING, INC. 401(K) PROFIT SHARING PLAN | MARINETTE WI | 239 | $7.8M | $810K |
