Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding JPMorgan LgCp Grw Fnd R6 Pooled separate account in their Schedule of Assets, totaling $33.9M 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 | OLAM AMERICAS, INC. OLAM AMERICA EMPLOYEE SAVINGS PLAN | FRESNO CA | 2,774 | $175.6M | $21.4M |
| 2 | HERREN ASSOCIATES, INC. HERREN ASSOCIATES 401(K) PLAN | WASHINGTON DC | 147 | $22.2M | $2.2M |
| 3 | EASTERN ENGINEERED WOOD PRODUCTS, INC. EASTERN ENGINEERED WOOD PRODUCTS 401(K) PLAN |
BETHLEHEM PA |
| 92 |
| $13.0M |
| $1.8M |
| 4 | TRADITION CAPITAL BANK TRADITION CAPITAL BANK 401(K) PLAN | EDINA MN | 146 | $20.4M | $1.7M |
| 5 | MARK ANDREWS & COMPANY K. E. ANDREWS 401(K) PROFIT SHARING PLAN | ROCKWALL TX | 163 | $13.8M | $1.7M |
| 6 | PARAGON INDUSTRIES, INC. DBA BEDROSIANS BEDROSIANS 401(K) PLAN | FRESNO CA | 628 | $6.3M | $1.2M |
| 7 | MODERN MEADOW, INC. MODERN MEADOW, INC. 401(K) PLAN | NUTLEY NJ | 37 | $8.4M | $915K |
| 8 | TOTAL MILITARY MANAGEMENT, INC. TOTAL MILITARY MANAGEMENT, INC. RETIREMENT PLAN AND TRUST | JACKSONVILLE FL | 276 | $12.9M | $782K |
| 9 | HOUCK SERVICES, INC. HOUCK SERVICES, INC. SALARY SAVINGS PLAN | HARRISBURG PA | 348 | $16.2M | $675K |
| 10 | BETACOM INC BETACOM INC PROFIT SHARING PLAN AND TRUST | THONOTOSASSA FL | 289 | $7.5M | $522K |
