Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan Funds US Equity Fund in their Schedule of Assets, totaling $2.2M 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 | GALEN MEDICAL GROUP EMPLOYEES GALEN MEDICAL GROUP EMPLOYEES RETIREMENT SAVINGS PLAN | HIXSON TN | 505 | $62.2M | $1.2M |
| 2 | APWU - HEALTH PLAN APWU - HP BARGAINING UNIT DEFINED CONTRIBUTION PLAN | ELKRIDGE MD | 139 | $13.5M | $617K |
| 3 | RICK CASE ENTERPRISES, INC. |
SUNRISE FL |
| 1,251 |
| $35.2M |
| $346K |
| 4 | WESLEY WILLOWS WESLEY WILLOWS RETIREMENT PLAN | ROCKFORD IL | 342 | $6.0M | $47K |
