Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding J.P. Morgan Asset Management in their Schedule of Assets, totaling $822K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PROGRESSIVE TECHNOLOGY FEDERAL PROGRESSIVE TECHNOLOGY FEDERAL SYSTEMS, INC. 401(K) PLAN | ROCKVILLE MD | 76 | $14.5M | $429K |
| 2 | THE KINKAID SCHOOL, INC. THE KINKAID SCHOOL 403(B) PLAN | HOUSTON TX | 347 | $77.0M | $393K |
