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 Equity Premium in their Schedule of Assets, totaling $85K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MISSOURI CARDIOVASCULAR SPECIALISTS, LLP MISSOURI CARDIOVASCULAR SPECIALISTS, LLP 401(K) PROFIT SHARING PLAN | COLUMBIA MO | 104 | $48.9M | $77K |
| 2 | AUGUST SCHELL ENTERPRISES AUGUST SCHELL ENTERPRISES 401K PLAN AND TRUST | ROCKVILLE MD | 115 | $13.3M | $7K |
