Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding JPMORGAN LRG CAP GWTH R4 in their Schedule of Assets, totaling $18.1M 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 | BALFOUR BEATTY INVESTMENTS INC BALFOUR BEATTY INVESTMENTS, INC. 401(K) PLAN | MALVERN PA | 1,417 | $47.1M | $5.7M |
| 2 | KENNETH COLE PRODUCTIONS, INC. KENNETH COLE PRODUCTIONS, INC. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 42 | $34.0M | $4.1M |
| 3 | MERIDIAN CAPITAL GROUP, LLC |
NEW YORK NY |
| 263 |
| $19.9M |
| $2.2M |
| 4 | WASTE PRO USA, INC. WASTE PRO USA, INC. 401(K) PLAN | LONGWOOD FL | 4,457 | $62.9M | $1.9M |
| 5 | THE CHILDRENS SVC CTR OF WYO VAL THE CHILDRENS SVC CTR OF WYO VAL 401(K) PLAN | WILKES BARRE PA | 405 | $15.2M | $1.4M |
| 6 | TEAM BEANS LLC TEAM BEANS LLC 401(K) PROFIT SHARING PLAN | PISCATAWAY NJ | 160 | $9.5M | $748K |
| 7 | SCHWARTZ FARMS, INC. SCHWARTZ FARMS, INC. 401(K) PROFIT SHARING PLAN | SLEEPY EYE MN | 455 | $35.2M | $690K |
| 8 | CONTINENTAL FINANCE COMPANY CONTINENTAL FINANCE COMPANY 401(K) PLAN | WILMINGTON DE | 141 | $20.4M | $519K |
| 9 | CHICAGO REVIEW PRESS, INC. CHICAGO REVIEW PRESS RETIREMENT SAVINGS PLAN | CHICAGO IL | 148 | $12.2M | $425K |
| 10 | TWIN MED, LLC TWIN MED 401(K) PLAN | SANTA FE SPRINGS CA | 476 | $15.5M | $420K |
