Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan Equity Index Fund in their Schedule of Assets, totaling $13.8M 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 | COLT'S MANUFACTURING COMPANY, LLC COLT RETIREMENT SAVINGS PLAN | HARTFORD CT | 543 | $50.1M | $8.9M |
| 2 | FORCHT GROUP, INC FORCHT GROUP OF KENTUCKY SAVINGS PLAN | LEXINGTON KY | 1,623 | $55.0M | $2.2M |
| 3 | CENTRAL VALLEY GMC D/B/A AFFINITY TRUCK CENTER THE 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF AFFINITY TRUCK CENTER |
FRESNO CA |
| 102 |
| $10.1M |
| $1.3M |
| 4 | TRANSOURCE, INC. TRANSOURCE, INC. 401(K) INVESTMENT PLAN | COLFAX NC | 361 | $15.2M | $1.0M |
| 5 | GECKO ROBOTICS, INC. GECKO ROBOTICS, INC. 401(K) PLAN | PITTSBURGH PA | 241 | $11.8M | $413K |
