Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Growth Advantage in their Schedule of Assets, totaling $5.1M 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 | ROCKY MOUNTAIN GASTROENTEROLOGY ASSOC. ROCKY MOUNTAIN GASTROENTEROLOGY ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN | LAKEWOOD CO | 131 | $55.6M | $5.0M |
| 2 | WINSTON COUNTY MEDICAL FOUNDATION WINSTON COUNTY MEDICAL FOUNDATION 403(B) RETIREMENT PLAN | LOUISVILLE MS | 242 | $11.5M | $52K |
| 3 | SHENANDOAH VALLEY ORGANIC, LLC |
HARRISONBURG VA |
| 1,271 |
| $2.8M |
| $52K |
