Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan Income ETF in their Schedule of Assets, totaling $3.9M 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 | DALTON CORPORATION, WARSAW MANUFACTURING FACILITY DALTON CORPORATION, WARSAW MANUFACTURING FACILITY PENSION PLAN | WARSAW IN | 56 | $30.2M | $3.4M |
| 2 | ECM GROUP HEALTH, INC. ECM GROUP HEALTH TRUST | RIDGELAND MS | 2,287 | $16.2M | $495K |
