Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding JPMorgan LgCp Grw Fnd R6 Mutual fund in their Schedule of Assets, totaling $77.1M 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 | INTERNATIONAL DATA GROUP, INC. INTERNATIONAL DATA GROUP, INC. 401K AND PROFIT SHARING PLAN | NEEDHAM MA | 932 | $432.3M | $50.7M |
| 2 | RETAIL TECH, INC. RETAIL TECH, INC. RETIREMENT SAVINGS PLAN | CHANHASSEN MN | 250 | $30.8M | $6.2M |
| 3 | CITIZEN ADVOCATES, INC. CITIZEN ADVOCATES, INC. 401(K) PLAN |
MALONE NY |
| 633 |
| $32.7M |
| $5.2M |
| 4 | POSTLER & JAECKLE CORP. POSTLER & JAECKLE CORP. 401(K) PLAN | ROCHESTER NY | 122 | $36.3M | $3.7M |
| 5 | MINEBEA-ACCESSSOLUTIONS USA INC. MINEBEA-ACCESSSOLUTIONS USA INC. 401(K) PLAN | BREMEN GA | 606 | $20.8M | $2.7M |
| 6 | CLAWSON & STAUBES, LLC CLAWSON & STAUBES, LLC 401(K) PLAN | CHARLESTON SC | 105 | $21.3M | $2.3M |
| 7 | RAZER USA LTD RAZER USA LTD 401(K) PLAN | IRVINE CA | 209 | $20.8M | $2.2M |
| 8 | DISCOVERY CUBE ORANGE COUNTY DISCOVERY CUBE ORANGE COUNTY 401(K) PLAN | SANTA ANA CA | 221 | $7.8M | $1.3M |
| 9 | ESL POWER SYSTEMS, INC. ESL POWER SYSTEMS, INC. SAVINGS AND RETIRMENT PLAN | CORONA CA | 164 | $10.2M | $865K |
| 10 | ALL AMERICAN DAIRY PRODUCTS, INC. ALL AMERICAN DAIRY PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | MORGANTOWN PA | 154 | $4.5M | $827K |
