Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Standard JPMorgan Large Cap Growth in their Schedule of Assets, totaling $20.0M 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 | BAILEY NURSERIES, INC. BAILEY NURSERIES, INC. 401(K) PROFIT SHARING PLAN | NEWPORT MN | 643 | $84.2M | $16.5M |
| 2 | IDC GROUP, INC. IDC GROUP, INC. 401(K) PLAN | COON RAPIDS MN | 184 | $14.1M | $2.5M |
| 3 | CATHOLIC UNITED FINANCIAL CATHOLIC UNITED FINANCIAL 401(K) PLAN |
SAINT PAUL MN |
| 81 |
| $19.0M |
| $986K |
