Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 60 U.S. retirement plans report holding JPM GROWTH ADVANTAGE FUND - R6 in their Schedule of Assets, totaling $61.1M 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 | BEONE MEDICINES USA, INC. BEONE MEDICINES 401(K) PLAN | SAN CARLOS CA | 1,650 | $228.5M | $7.7M |
| 2 | YAM MANAGEMENT, LLC YAM MANAGEMENT 401(K) PLAN | SCOTTSDALE AZ | 889 | $58.7M | $5.2M |
| 3 | BANK INDEPENDENT INC BANK INDEPENDENT 401(K) PROFIT SHARING PLAN |
SHEFFIELD AL |
| 573 |
| $45.9M |
| $4.8M |
| 4 | NEW SABINA INDUSTRIES, INC. NEW SABINA INDUSTRIES, INC. ASSOC SAVINGS & INVESTMENT PLAN | SABINA OH | 368 | $34.5M | $4.0M |
| 5 | CACIQUE FOODS LLC CACIQUE FOODS LLC PROFIT SHARING /SALARY SAVINGS PLAN | IRVING TX | 352 | $36.5M | $3.4M |
| 6 | CHARLES MATOIAN ENTERPRISES, INC CHARLES MATOIAN ENTERPRISES, INC. DBA OK PRODUCE 401(K) | FRESNO CA | 206 | $25.8M | $3.2M |
| 7 | SARATOGA HARNESS RACING, INC. SARATOGA GAMING AND RACEWAY 401(K) PLAN | SARATOGA SPRINGS NY | 312 | $21.1M | $2.8M |
| 8 | CATALINA U.S. INSURANCE SERVICES CATALINA U.S. INSURANCE SERVICES LLC 401(K) PLAN | HARTFORD CT | 37 | $23.5M | $2.5M |
| 9 | WILLIAMS & FUDGE, INC. WILLIAMS & FUDGE, INC. RETIREMENT SAVINGS PLAN | ROCK HILL SC | 251 | $26.2M | $2.4M |
| 10 | RAYCAP, INC. RAYCAP, INC. 401(K) PLAN | POST FALLS ID | 361 | $17.7M | $2.1M |
