Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Registered investment companies JPMorgan JPMorgan Large Cap Growth R6 in their Schedule of Assets, totaling $23.0M 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 | C. F. MARTIN & CO. INC. C. F. MARTIN & CO., INC. 401(K) PLAN | NAZARETH PA | 559 | $115.0M | $18.4M |
| 2 | ITHACA COLLEGE ITHACA COLLEGE 403(B) RETIREMENT PLAN | ITHACA NY | 1,595 | $635.3M | $4.0M |
| 3 | ADVANCED COOLING TECHNOLOGIES, INC. ADVANCED COOLING TECHNOLOGIES, INC. 401(K) PLAN |
LANCASTER PA |
| 272 |
| $16.4M |
| $553K |
| 4 | M&R STRATEGIC SERVICES, INC. M&R STRATEGIC SERVICES, INC. 401(K) PLAN | WASHINGTON DC | 171 | $29.0M | $113K |
