Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPMORGAN GROWTH ADVANTAGE R5 in their Schedule of Assets, totaling $1.4M 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 | THERAPY SOUTH, LLC THERAPY SOUTH, LLC 401(K) PLAN | BIRMINGHAM AL | 326 | $21.8M | $913K |
| 2 | I.C.S., INC. I.C.S., INC. 401(K) PROFIT SHARING PLAN AND TRUST | FREEPORT TX | 470 | $13.0M | $383K |
| 3 | NATIONAL SERVICE SOURCE INC. DBA USSI GLOBAL 401(K) PLAN |
MELBOURNE FL |
| 206 |
| $17.5M |
| $90K |
