Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JP Morgan Jpmorgan Growth Advantage R6 in their Schedule of Assets, totaling $13.3M 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 | THOMA BRAVO, L.P. THOMA BRAVO 401(K) PLAN | CHICAGO IL | 185 | $40.7M | $5.4M |
| 2 | PAY AND SAVE INC PAY AND SAVE INC 401K PLAN | LITTLEFIELD TX | 2,718 | $63.8M | $3.2M |
| 3 | AMARILLO NATIONAL BANK AMARILLO NATIONAL BANK 401(K) PLAN | AMARILLO |
| 719 |
| $118.5M |
| $2.9M |
| 4 | COGENT BIOSCIENCES, INC. COGENT BIOSCIENCES, INC. 401(K) PLAN | WALTHAM MA | 201 | $17.6M | $1.1M |
| 5 | HARVEY VOGEL MANUFACTURING CO. HARVEY VOGEL MANUFACTURING CO. HOURLY EMPLOYEES' 401(K) AND PROFIT SHARING PLAN | WOODBURY MN | 147 | $2.7M | $472K |
| 6 | A-7 AUSTIN, LLC A-7 AUSTIN, LLC 401(K) PLAN | AMARILLO TX | 278 | $9.9M | $210K |
| 7 | ABERDEEN ROAD COMPANY ABERDEEN ROAD COMPANY 401(K) PLAN | EMIGSVILLE PA | 109 | $9.9M | $50K |
| 8 | CARDIOLOGY CENTER OF AMARILLO, LLP CARDIOLOGY CENTER OF AMARILLO, LLP 401(K) PLAN | AMARILLO TX | 111 | $24.9M | $19K |
