Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan Growth Advantage A in their Schedule of Assets, totaling $11.3M 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 | SRF CONSULTING GROUP, INC. SRF CONSULTING, INC. PROFIT SHARING PLAN | MINNEAPOLIS MN | 379 | $90.0M | $7.0M |
| 2 | FLINN SCIENTIFIC, INC. FLINN SCIENTIFIC, INC. 401(K) PLAN | BATAVIA IL | 175 | $12.8M | $2.5M |
| 3 | THE SCOTTSDALE COMPANY LUTGERT COMPANIES RETIREMENT PLAN |
NAPLES FL |
| 104 |
| $16.4M |
| $1.0M |
| 4 | GUN LAKE TRIBAL GAMING AUTHORITY THE GUN LAKE TRIBAL GAMING AUTHORITY 401(K) RETIREMENT PLAN | WAYLAND MI | 908 | $24.6M | $807K |