Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Advisor Total Bond Mutual fund 5 JPMorgan Large Cap Growth Mutual fund in their Schedule of Assets, totaling $166K 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 | PERTRONIX, LLC PERTRONIX, LLC RETIREMENT PLAN | LENEXA KS | 73 | $4.8M | $166K |
