Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding J.P.Morgan U.S. Equity Fund in their Schedule of Assets, totaling $3.1M 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 | KIK INTERNATIONAL LLC KIK CUSTOM PRODUCTS 401(K) RETIREMENT SAVINGS PLAN | LAWRENCEVILLE GA | 1,520 | $92.8M | $2.0M |
| 2 | RALEIGH NEUROLOGY ASSOCIATES, P.A. RALEIGH NEUROLOGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 217 | $52.9M | $900K |
| 3 | STUDIO OF ELEGANCE, INC. |
PITTSBURGH PA |
| 121 |
| $2.9M |
| $73K |
| 4 | CONCERN-PROFESSIONAL SERVICES FOR CHILDREN, YOUTH AND FAMILIES CONCERN PROFESSIONAL SERVICES 401(K) PLAN | FLEETWOOD PA | 369 | $12.2M | $38K |
| 5 | ARD LOGISTICS, LLC ARD LOGISTICS, LLC 401K PLAN | DULUTH GA | 765 | $4.6M | $10K |
