Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding JP Morgan Growth Advantage Fund " in their Schedule of Assets, totaling $33.0M 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 | BALYASNY ASSET MANAGEMENT, L.P. BALYASNY ASSET MANAGEMENT 401(K) PLAN | CHICAGO IL | 1,393 | $263.0M | $14.4M |
| 2 | LA COSTENA USA LA COSTENA USA 401(K) PLAN | MINNESOTA MN | 587 | $50.2M | $7.2M |
| 3 | TRANSOURCE, INC. TRANSOURCE, INC. 401(K) INVESTMENT PLAN |
COLFAX NC |
| 361 |
| $15.2M |
| $3.3M |
| 4 | ONBOARD PARTNERS LLC ONBOARD PARTNERS 401(K) PLAN | BOSTON MA | 101 | $24.8M | $3.2M |
| 5 | SELLARS ABSORBENT MATERIALS, INC. SELLARS ABSORBENT MATERIALS 401(K) PROFIT SHARING PLAN | MILWAUKEE WI | 207 | $23.1M | $2.1M |
| 6 | ABCO AUTOMATION, INC. ABCO AUTOMATION, INC. EMPLOYEES' 401(K) AND RETIREMENT PLAN | BROWN SUMMIT NC | 157 | $14.3M | $709K |
| 7 | BRUCKNER TRUCK SALES, INC. BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN | AMARILLO TX | 1,470 | $112.9M | $678K |
| 8 | ACTON MEDICAL ASSOCIATES, P.C. ACTON MEDICAL ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN | ACTON MA | 170 | $44.1M | $672K |
| 9 | BLUEROCK THERAPEUTICS LP BLUEROCK THERAPEUTICS US RETIREMENT PLAN | CAMBRIDGE MA | 232 | $20.6M | $559K |
| 10 | LENDER SERVICE PROVIDER, LLC LENDER SERVICE PROVIDER, LLC RETIREMENT SAVINGS PLAN | MERRIFIELD VA | 141 | $6.6M | $69K |
