Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan Equity Inc in their Schedule of Assets, totaling $11.1M 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 | THE LOS ANGELES LAKERS, INC. THE LOS ANGELES LAKERS, INC. RETIREMENT SAVINGS PLAN | EL SEGUNDO CA | 286 | $54.2M | $7.0M |
| 2 | WELLPATH HOLDINGS, INC. WELLPATH 401(K) PLAN | FRANKLIN TN | 12,377 | $285.8M | $4.0M |
| 3 | QUALIFACTS SYSTEMS, LLC QUALIFACTS SYSTEMS 401(K) PLAN |
NASHVILLE TN |
| 386 |
| $33.2M |
| $49K |
