Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan JP Morgan U.S. Equity Fund in their Schedule of Assets, totaling $3.2M 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 | PADRES LP SAN DIEGO PADRES BASEBALL CLUB 401(K) SAVINGS PLAN | SAN DIEGO CA | 539 | $66.4M | $1.4M |
| 2 | DELTA STAR, INC. DELTA STAR, INC. 401(K) RETIREMENT PLAN | LYNCHBURG VA | 886 | $42.5M | $1.4M |
| 3 | ROECHLING INDUSTRIAL CLEVELAND ROECHLING INDUSTRIAL CLEVELAND 401(K) RETIREMENT PLAN |
CLEVELAND OH |
| 179 |
| $17.3M |
| $499K |
