Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding JP Morgan Growth Advantage R6 - in their Schedule of Assets, totaling $54.4M 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 | RENASANT BANK RENASANT BANK 401(K) PLAN | TUPELO MS | 2,310 | $320.2M | $20.6M |
| 2 | LEK CONSULTING LLC LEK CONSULTING 401(K) PLAN | BOSTON MA | 683 | $190.2M | $16.3M |
| 3 | LEK CONSULTING LLC LEK CONSULTING BOSTON 401(K) PLAN | BOSTON |
| 302 |
| $69.5M |
| $7.1M |
| 4 | ASCENT LIFTING, INC. ASCENT LIFTING, INC. 401(K) PLAN | PHOENIX AZ | 439 | $32.9M | $4.5M |
| 5 | PLATO WOODWORK, INC. PLATO WOODWORK, INC. PROFIT SHARING PLAN & TRUST | PLATO MN | 159 | $25.1M | $2.5M |
| 6 | HERITAGE BANCSHARES GROUP, INC. HERITAGE BANCSHARES GROUP, INC. 401(K) RETIREMENT PLAN | WILLMAR MN | 90 | $12.3M | $1.7M |
| 7 | MAKE-A-WISH FOUNDATION MAKE-A-WISH FOUNDATION OF AMERICA 401(K) SAVINGS PLAN | PHOENIX AZ | 236 | $22.6M | $704K |
| 8 | BAY VIEW INDUSTRIES, INC. BAY VIEW INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | OAK CREEK WI | 153 | $13.1M | $606K |
| 9 | VIKING VILLAGE, INC VIKING VILLAGE, INC EMPLOYEES 401(K) PROFIT SHARING PLAN | REEDSBURG WI | 100 | $4.4M | $357K |
| 10 | NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC. NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC 401(K) PLAN | GREENSBORO NC | 141 | $6.2M | $54K |
