Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding J.P. Morgan Equities 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRI HOLDCO, INC. TRI HOLDCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN | FOLSOM CA | 286 | $106.8M | $3.4M |
| 2 | TRI HOLDCO, INC. TRI HOLDCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN | FOLSOM CA | 284 | $92.7M | $2.3M |
