Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding J.P. Morgan in their Schedule of Assets, totaling $37.1M 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 | SMITH, ANDERSON, ET AL L.L.P. SMITH, ANDERSON, BLOUNT, DORSETT, MITCHELL & JERNIGAN 401(K) PROFIT SHARING PLAN | RALEIGH NC | 254 | $190.5M | $10.7M |
| 2 | LAWTON WELDING CO., INC. LAWTON WELDING CO., INC. 401(K) PLAN | TOPSFIELD MA | 127 | $11.3M | $8.2M |
| 3 | NEWAGE INDUSTRIES, INC. NEWAGE INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | SOUTHAMPTON PA | 259 | $295.8M | $4.2M |
| 4 | MONADNOCK CONSTRUCTION, INC. THE MONADNOCK CONSTRUCTION, INC. 401(K) PLAN | BROOKLYN NY | 246 | $41.3M | $3.5M |
| 5 | DEMIURGE STUDIOS INC. DEMIURGE STUDIOS INC. 401K AND PROFIT SHARING PLAN | BOSTON MA | 91 | $12.1M | $3.0M |
| 6 | LINCOLN LEARNING SOLUTIONS LINCOLN LEARNING SOLUTIONS 401(K) PLAN | ALIQUIPPA PA | 265 | $31.1M | $2.7M |
| 7 | KWIK LOK CORPORATION KWIK LOK CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | YAKIMA WA | 152 | $10.7M | $2.0M |
| 8 | EKI ENVIRONMENT & WATER, INC. EKI ENVIRONMENT & WATER, INC. 401(K) PLAN | DALY CITY CA | 130 | $31.9M | $689K |
| 9 | LEADINGAGE, INC. LEADINGAGE, INC. SECTION 403(B) SAVINGS AND RETIREMENT PLAN | WASHINGTON DC | 115 | $41.3M | $529K |
| 10 | TRAVELNET SOLUTIONS, LLC TRAVELNET SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN | COTTAGE GROVE MN | 137 | $3.8M | $407K |
