Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMorgan Growth Advantage Mutual Fund in their Schedule of Assets, totaling $2.9M 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 | MG2 CORPORATION MG2 CORPORATION PROFIT SHARING RETIREMENT PLAN | SEATTLE WA | 388 | $50.3M | $2.0M |
| 2 | TECHE ACTION BOARD INC. TECHE ACTION BOARD INC. 401(K) PLAN | FRANKLIN LA | 177 | $8.0M | $850K |
| 3 | PRIMARY PEDIATRICS, P.C. PRIMARY PEDIATRICS, P.C. 401(K) PROFIT SHARING PLAN |
MACON GA |
| 117 |
| $12.4M |
| $42K |
