Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan Growth Advantage Fund Mutual fund in their Schedule of Assets, totaling $16.0M 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 | GOLDSBORO MILLING COMPANY GOLDSBORO MILLING COMPANY 401(K) PROFIT SHARING PLAN & TRUST | GOLDSBORO NC | 261 | $40.2M | $11.0M |
| 2 | BOSTON BRACE INTERNATIONAL, INC. BOSTON BRACE INTERNATIONAL, INC. 401(K) PLAN | AVON MA | 241 | $21.4M | $2.3M |
| 3 | BOSTON SYMPHONY ORCHESTRA, INC. |
BOSTON MA |
| 202 |
| $36.9M |
| $1.5M |
| 4 | SANTA CRUZ SEASIDE COMPANY SANTA CRUZ SEASIDE COMPANY PROFIT SHARING AND 401(K) PLAN | SANTA CRUZ CA | 448 | $34.8M | $1.2M |
| 5 | GRMI LOGISTICS GRMI LOGISTICS 401(K) PROFIT SHARING PLAN & TRUST | GRAND RAPIDS MI | 94 | $820K | $70K |
