Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JPMorgan Large Capital Growth R6 Fund Mutual Fund in their Schedule of Assets, totaling $1.5M 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 | JOHN BURNS RESEARCH AND CONSULTING LLC JOHN BURNS RESEARCH AND CONSULTING LLC 401K PLAN | IRVINE CA | 154 | $17.9M | $1.5M |
