Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding JPMorgan JPMorgan Growth Advantage R6 - in their Schedule of Assets, totaling $5.7M 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 | PECO PALLET INC. PECO PALLET INC. 401(K) PLAN | IRVINGTON NY | 456 | $23.3M | $2.0M |
| 2 | GREENLIGHT BIOSCIENCES INC GREENLIGHT BIOSCIENCES INC 401(K) RETIREMENT PLAN | LEXINGTON MA | 144 | $14.1M | $1.3M |
| 3 | MORSE GROUP, PLLC MORSE GROUP, PLLC EMPLOYEE 401K TRUST |
SOUTHFIELD MI |
| 198 |
| $15.1M |
| $615K |
| 4 | UNITED UTILITY SERVICES, LLC UNITED UTILITY SERVICES 401(K) PLAN | CHARLOTTE NC | 1,410 | $31.5M | $482K |
| 5 | PGM OF TEXAS, LLC PGM OF TEXAS RETIREMENT PLAN | SAN MARCOS TX | 182 | $7.0M | $356K |
| 6 | AIR FORCE VILLAGES, INC. AIR FORCE VILLAGES, INC. 403(B) RETIREMENT PLAN | SAN ANTONIO TX | 414 | $4.6M | $246K |
| 7 | GHIRARDELLI ASSOCIATES, INC. GHIRARDELLI ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | SAN JOSE CA | 207 | $17.5M | $241K |
| 8 | INNOVU, INC. INNOVU, INC. 401(K) & PROFIT SHARING PLAN | PITTSBURGH PA | 86 | $7.7M | $241K |
| 9 | MCCLARIN PLASTICS, LLC MCCLARIN PLASTICS, LLC CASH OR DEFERRED PROFIT SHARING PLAN | HANOVER PA | 354 | $9.5M | $154K |
| 10 | AMARILLO MEDICAL SPECIALISTS, LLP AMARILLO MEDICAL SPECIALISTS, LLP 401(K) PROFIT SHARING PLAN AND TRUST | AMARILLO TX | 172 | $32.4M | $130K |
