Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JPMorgan Growth Advantage Fund Class R6 Mutual Fund in their Schedule of Assets, totaling $15.4M 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 | RETAIL INVESTORS OF TEXAS, LTD. RETAIL INVESTORS OF TEXAS, LTD. 401(K) PROFIT SHARING PLAN & TRUST | NEDERLAND TX | 1,861 | $37.0M | $7.0M |
| 2 | SHEPLEY BULFINCH RICHARDSON AND ABBOTT SHEPLEY BULFINCH RICHARDSON AND ABBOTT, INCORPORATED PROFIT SHARING PLAN | BOSTON MA | 179 | $40.2M | $2.6M |
| 3 | TELESOFT, LLC DBA MDSL |
PHOENIX AZ |
| 532 |
| $46.6M |
| $2.2M |
| 4 | WATKINS, WARD & STAFFORD, PLLC WATKINS, WARD & STAFFORD, PLLC 401(K) SALARY SAVINGS PLAN | WEST POINT MS | 133 | $25.0M | $1.7M |
| 5 | WEBFLOW, INC. WEBFLOW 401(K) PLAN | SAN FRANCISCO CA | 595 | $38.1M | $1.0M |
| 6 | BAKOTIC PATHOLOGY ASSOCIATES, LLC BAKOTIC PATHOLOGY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST | ALPHARETTA GA | 205 | $11.2M | $544K |
| 7 | ROOFSTOCK, INC. ROOFSTOCK 401(K) PLAN | OAKLAND CA | 303 | $14.0M | $315K |
| 8 | HILL & SMITH GROUP HOLDINGS, INC. HILL & SMITH GROUP HOLDINGS, INC. 401(K) PLAN | COLUMBUS OH | 1,633 | $72.3M | $3K |
