Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Jpmorgan Growth Advantage R6 Mutual Fund in their Schedule of Assets, totaling $8.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NEW MOUNTAIN CAPITAL, LLC NEW MOUNTAIN CAPITAL, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 240 | $72.2M | $1.8M |
| 2 | ALCO PARKING CORPORATION ALCO PARKING CORP. PROFIT SHARING 401(K) PLAN | PITTSBURGH PA | 120 | $16.1M | $1.3M |
| 3 | GRG ENTERPRISES, LLC GRG ENTERPRISES, LLC 401(K) PLAN |
WHITEFISH MT |
| 329 |
| $6.9M |
| $1.3M |
| 4 | RELAY THERAPEUTICS, INC. RELAY THERAPEUTICS 401K PLAN | CAMBRIDGE MA | 261 | $43.7M | $1.0M |
| 5 | VFP, INC. VFP, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | ROANOKE VA | 358 | $81.5M | $966K |
| 6 | FULCRUM THERAPEUTICS, INC. FULCRUM THERAPEUTICS, INC. 401(K) PLAN | CAMBRIDGE MA | 49 | $10.0M | $727K |
| 7 | SURTECO USA INC. SURTECO NORTH AMERICA 401(K) PLAN | GREENSBORO NC | 633 | $27.6M | $352K |
| 8 | APR SUPPLY COMPANY APR SUPPLY CO. 401(K) PLAN | LEBANON PA | 437 | $30.2M | $299K |
| 9 | DUTCH VALLEY FOOD DISTRIBUTORS, INC. DUTCH VALLEY FOOD DISTRIBUTORS, INC. 401(K) PLAN | MYERSTOWN PA | 345 | $25.0M | $277K |
| 10 | DOW ELECTRIC, INC. DOW ELECTRIC, INC. 401(K) RETIREMENT PLAN | MALONE NY | 95 | $9.4M | $248K |
