Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JPMorgan Growth Advantage Fund-R6 in their Schedule of Assets, totaling $10.3M 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 | DRT HOLDINGS, LLC DRT HOLDINGS, LLC RETIREMENT PLAN | WEST CHESTER OH | 526 | $55.1M | $4.3M |
| 2 | G2O, LLC G2O 401(K) SAVINGS PLAN | DUBLIN OH | 189 | $42.1M | $3.5M |
| 3 | STEEL KING INDUSTRIES, INC. STEEL KING INDUSTRIES INC. EMPLOYEES SAVINGS PLAN |
STEVENS POINT WI |
| 465 |
| $32.3M |
| $1.0M |
| 4 | TOUCHSTONE COMMUNITIES 401K PLAN TOUCHSTONE COMMUNITIES 401K PLAN | SAN ANTONIO TX | 3,944 | $32.5M | $834K |
| 5 | CALM.COM INC. CALM.COM, INC. 401(K) PLAN | SAN FRANCISCO CA | 290 | $29.0M | $651K |
| 6 | VALUEMOMENTUM, INC. VALUEMOMENTUM 401(K) PLAN | PISCATAWAY NJ | 626 | $42.6M | $7K |