Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMORGAN GWTH ADV R3 in their Schedule of Assets, totaling $977K 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 | LUXURY BRAND PARTNERS LLC LUXURY BRAND PARTNERS LLC 401(K) PLAN | MIAMI FL | 215 | $10.1M | $481K |
| 2 | FOUNDATION DENTAL PARTNERS GEORG FOUNDATION DENTAL PARTNERS GEORGIA PC 401K PLAN | ALPHARETTA GA | 383 | $8.6M | $179K |
| 3 | CLA USA, INC CLA USA, INC 401(K) PROFIT SHARING PLAN & TRUST |
FRISCO TX |
| 58 |
| $3.3M |
| $161K |
| 4 | CARNOW CARNOW, INC. 401(K) PLAN | BOSTON MA | 145 | $4.3M | $157K |
