Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 50 U.S. retirement plans report holding JP Morgan Funds in their Schedule of Assets, totaling $366.7M 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 | AVERITT EXPRESS, INC. AVERITT EXPRESS, INC. PROFIT SHARING AND 401(K) PLAN | COOKEVILLE TN | 8,187 | $775.2M | $224.7M |
| 2 | KEHE DISTRIBUTORS, INC. KEHE DISTRIBUTORS, INC. 401(K) RETIREMENT SAVINGS PLAN | NAPERVILLE IL | 7,832 | $326.1M | $52.4M |
| 3 | NORTHSIDE HOSPITAL, INC. |
ATLANTA GA |
| 31,639 |
| $1.8B |
| $17.1M |
| 4 | HOLT OF CALIFORNIA THE HOLT RETIREMENT PLAN | PLEASANT GROVE CA | 916 | $135.0M | $13.6M |
| 5 | DIGITAL INTELLIGENCE SYSTEMS, LLC DISYS 401(K) PLAN | MCLEAN VA | 5,809 | $135.8M | $9.4M |
| 6 | GBLI HOLDINGS, LLC GLOBAL INDEMNITY 401(K) PLAN | BALA CYNWYD PA | 253 | $77.3M | $7.2M |
| 7 | MLSC HOLDING CO. INC. MLSC HOLDING CO., INC. EMPLOYEES' RETIREMENT PLAN | OREM UT | 944 | $34.3M | $5.5M |
| 8 | GRIMMWAY ENTERPRISES, INC. GRIMMWAY ENTERPRISES 401(K) PLAN | ARVIN CA | 2,297 | $76.0M | $5.0M |
| 9 | LEE COMPANY LEE COMPANY 401(K) PLAN | FRANKLIN TN | 1,386 | $68.7M | $4.3M |
| 10 | INOTIV, INC. INOTIV, INC. RETIREMENT PLAN | WEST LAFAYETTE IN | 1,792 | $118.1M | $2.6M |
