Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding JPMorgan Growth Advantage Fund Mutual fund in their Schedule of Assets, totaling $11.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | 6SENSE INSIGHTS, INC. 6SENSE INSIGHTS, INC. 401(K) PLAN | SAN FRANCISCO CA | 670 | $53.0M | $5.0M |
| 2 | MAXOR NATIONAL PHARMACY SERVICES COMPANY MAXOR NATIONAL PHARMACY SERVICES COMPANY 401(K) PLAN | AMARILLO TX | 1,178 | $116.7M | $1.6M |
| 3 | LLOYD & MCDANIEL PLLC LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN |
LOUISVILLE KY |
| 220 |
| $9.2M |
| $1.1M |
| 4 | SUNRISE BRANDS, LLC SUNRISE BRANDS, LLC AND ITS SUBSIDIARIES AND ITS AFFILIATE | LOS ANGELES CA | 229 | $25.8M | $934K |
| 5 | NEUROSCIENCE GROUP OF NORTHEAST WISCONSIN, S.C. NEUROSCIENCE GROUP OF NORTHEAST WISCONSIN,S.C. PROFIT SHARING PLAN AND TRUST | NEENAH WI | 174 | $32.6M | $905K |
| 6 | AUTO PARTS MANUFACTURING MISSISSIPPI AUTO PARTS MANUFACTURING MISSISSIPPI 401(K) PLAN | GUNTOWN MS | 483 | $11.7M | $692K |
| 7 | MOCEAN, LLC MOCEAN RETIREMENT PLAN | LOS ANGELES CA | 163 | $25.3M | $592K |
| 8 | D & H COMPANY D & H COMPANY 401(K) PLAN | TUPELO MS | 556 | $4.2M | $518K |
| 9 | THE WILLISTON NORTHAMPTON SCHOOL THE WILLISTON NORTHAMPTON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | EASTHAMPTON MA | 201 | $56.0M | $505K |
