Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan JP Morgan E in their Schedule of Assets, totaling $256K 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 CEDARS OF CHAPEL HILL CLUB INC. THE CEDARS OF CHAPEL HILL CLUB INC. EMPLOYEES 401K PLAN | CHAPEL HILL NC | 165 | $5.1M | $199K |
| 2 | SHIPWELL, INC. SHIPWELL, INC. 401(K) PLAN | AUSTIN TX | 46 | $4.5M | $57K |
