Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding JPMorgan Large-Cap Growth Registered Investment Company - in their Schedule of Assets, totaling $35.6M 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 | EVERSANA EVERSANA 401(K) PLAN | OVERLAND PARK KS | 3,647 | $348.1M | $21.5M |
| 2 | TRUSTEES OF I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST | MENDOTA HEIGHTS MN | 1,387 | $26.6M | $3.4M |
| 3 | WILO USA LLC WILO USA LLC RETIREMENT PLAN |
CEDARBURG WI |
| 451 |
| $30.9M |
| $1.8M |
| 4 | FIRST AMERICAN BANK FIRST AMERICAN BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | ARTESIA NM | 197 | $81.5M | $1.7M |
| 5 | ELEUTHERIAN MILLS-HAGLEY FOUNDATION, INC. HAGLEY MUSEUM & LIBRARY 403(B) PLAN | WILMINGTON DE | 88 | $20.8M | $1.6M |
| 6 | SOFIE NETWORK INC. SOFIE NETWORK 401(K) PLAN | DULLES VA | 425 | $25.0M | $1.5M |
| 7 | EASTER SEALS DELAWARE & MARYLANDS EASTERN SHORE EASTER SEALS DELAWARE & MARYLANDS EASTERN SHORE RETIREMENT PLAN | NEW CASTLE DE | 330 | $15.7M | $1.2M |
| 8 | BRANDYWINE CONSERVANCY & MUSEUM OF ART BRANDYWINE CONSERVANCY & MUSEUM OF ART 403(B) RETIREMENT PLAN | CHADDS FORD PA | 152 | $9.8M | $1.1M |
| 9 | LHC, INCORPORATED LHC, INCORPORATED/THOMPSON RIVER LUMBER 401(K) PROFIT SHARING PLAN | KALISPELL MT | 234 | $13.0M | $609K |
| 10 | VISIONARY EYE CARE PARTNERS VISIONARY EYE CARE PARTNERS 401(K) PLAN | WATERBURY CT | 866 | $38.2M | $595K |
