Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPmorgan Growth Advantage R6 Mutual Funds in their Schedule of Assets, totaling $5.4M 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 | HELICAL DRILLING, INC. HELICAL DRILLING 401(K) PROFIT SHARING PLAN | BRAINTREE MA | 95 | $12.0M | $2.8M |
| 2 | SCENTAIR TECHNOLOGIES, INC. SCENTAIR RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 298 | $14.3M | $1.6M |
| 3 | BRANFORD FILTRATION, LLC DBA FIBRIX FILTRATION FIBRIX FILTRATION 401(K) PLAN |
CHARLOTTE NC |
| 382 |
| $11.4M |
| $782K |
| 4 | MORGAN ASPHALT, INC. MORGAN ASPHALT INC. 401(K) RETIREMENT PLAN | MAGNA UT | 169 | $5.1M | $99K |
| 5 | SIGNATURE TRANSPORT INC. SIGNATURE TRANSPORT 401(K) PLAN | KELSO WA | 44 | $1.7M | $21K |
