Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan Growth Advantage R6 Mutual fund in their Schedule of Assets, totaling $16.5M 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 | WILSON SONSINI GOODRICH & ROSATI, PC WSGR 401(K) AND PROFIT SHARING PLAN | PALO ALTO CA | 1,984 | $1.0B | $13.4M |
| 2 | THE BEACH COMPANY THE BEACH COMPANY EMPLOYEES' 401(K) PLAN | CHARLESTON SC | 349 | $34.1M | $3.0M |
| 3 | GOODWILL INDUSTRIES OF CENTRAL FLORIDA, INC. |
ORLANDO FL |
| 1,735 |
| $13.6M |
| $86K |
| 4 | ZIMMER BIOMET APEX SURGICAL, LLC ZIMMER BIOMET APEX SURGICAL 401(K) PLAN | BROADVIEW HEIGHTS OH | 127 | $8.7M | $5K |
