Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JPMorgan Grw Advantage Fnd R6 Registered Investment Company in their Schedule of Assets, totaling $3.6M 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 | CARTON SERVICE CSI, LLC CARTON SERVICE CSI, LLC 401(K) PLAN | SHELBY OH | 103 | $13.7M | $1.3M |
| 2 | STEEL KING INDUSTRIES, INC. STEEL KING INDUSTRIES INC. EMPLOYEES SAVINGS PLAN | STEVENS POINT WI | 465 | $32.3M | $1.0M |
| 3 | VIRGINIA EAGLE DISTRIBUTING CO., LLC VIRGINIA EAGLE DISTRIBUTING 401(K) PLAN |
VERONA VA |
| 403 |
| $33.9M |
| $1.0M |
| 4 | THE NELSON-ATKINS MUSEUM OF ART THE NELSON GALLERY FOUNDATION 403(B) PLAN | KANSAS CITY MO | 372 | $14.2M | $333K |
| 5 | MERCURY PRINT PRODUCTIONS, INC. MERCURY PRINT PRODUCTIONS, INC. PROFIT SHARING/ | ROCHESTER NY | 167 | $12.7M | $30K |
