Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JPMORGAN LG CP GR - R2 in their Schedule of Assets, totaling $11.1M 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 | GRATON ECONOMIC DEVELOPMENT AUTH GRATON RESORT & CASINO 401(K) PLAN | ROHNERT PARK CA | 2,055 | $86.8M | $7.2M |
| 2 | GULFSTREAM SERVICES INC. GULFSTREAM SERVICES 401K & PSP | HOUMA LA | 127 | $10.4M | $1.8M |
| 3 | JULIA O FAIGEL DMD, PC DR. DENTAL 401(K) PLAN |
EAST BOSTON MA |
| 288 |
| $7.4M |
| $1.3M |
| 4 | THE ONE 23 GROUP THE ONE 23 GROUP 401(K) PLAN | HERNDON VA | 122 | $3.7M | $289K |
| 5 | ST. JOHNLAND NURSING CENTER, INC THE NEW ST. JOHNLAND NURSING 401(K) PLAN | KINGS PARK NY | 242 | $8.5M | $233K |
| 6 | EDUCATION MANAGEMENT & NETWORKS EDUCATION MANAGEMENT & NETWORKS INC 401K PLAN | SOUTHFIELD MI | 179 | $3.4M | $140K |
| 7 | ST MORITZ SECURITY SERVICES, INC ST MORITZ 401(K) PLAN | PITTSBURGH PA | 2,718 | $3.0M | $103K |
| 8 | CG BUSINESS MANGEMENT, LLC CG BUSINESS MANGEMENT LLC 401(K) PROFIT SHARING PLAN | CHESHIRE CT | 148 | $3.4M | $68K |
| 9 | CENTER FOR APPLIED BEHAVIORAL IN CENTER FOR APPLIED BEHAVIORAL INSTRUCTION 401(K) PLAN | WORCESTER MA | 158 | $2.8M | $1K |
