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 in their Schedule of Assets, totaling $5.6M 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 | ROCKY MOUNTAIN GASTROENTEROLOGY ASSOC. ROCKY MOUNTAIN GASTROENTEROLOGY ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN | LAKEWOOD CO | 131 | $55.6M | $5.0M |
| 2 | CREDIT UNION CONSORTIUM CREDIT UNION CONSORTIUM HEALTH AND WELFARE PLAN | INDIANAPOLIS IN | 3,666 | $32.3M | $320K |
| 3 | JONES-HAMILTON CO. |
MAUMEE OH |
| 126 |
| $7.3M |
| $148K |
| 4 | WINSTON COUNTY MEDICAL FOUNDATION WINSTON COUNTY MEDICAL FOUNDATION 403(B) RETIREMENT PLAN | LOUISVILLE MS | 242 | $11.5M | $52K |
| 5 | SHENANDOAH VALLEY ORGANIC, LLC SHENANDOAH VALLEY ORGANIC, LLC EMPLOYEE SAVINGS PLAN | HARRISONBURG VA | 1,271 | $2.8M | $52K |
