Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding ETF JP Morgan Exchange - Traded Fund Ultra Short Inc ETF Fixed Income, 19,848 shares in their Schedule of Assets, totaling $1000K 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 | FIRST CITIZENS FINANCIAL CORP FIRST CITIZENS FINANCIAL CORP EMPLOYEE STOCK OWNERSHIP PLAN | MASON CITY IA | 190 | $35.4M | $1000K |
