Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding J.P. Morgan Asset Management JP Morgan US Equity Fund in their Schedule of Assets, totaling $1.2M 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 | TAPECON, INC. TAPECON, INC. 401(K) PROFIT SHARING PLAN | BUFFALO NY | 92 | $9.3M | $1.2M |
