Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding JP Morgan JP Morgan US Equity Fund - in their Schedule of Assets, totaling $5.7M 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 | NEW DAY FINANCIAL, LLC NEWDAY USA RETIREMENT PLAN | WEST PALM BEACH FL | 276 | $26.6M | $1.7M |
| 2 | ARCHITECTS ORANGE LLP, DBA AO ARCHITECTS ORANGE 401(K) RETIREMENT SAVINGS PLAN | ORANGE CA | 310 | $31.3M | $1.2M |
| 3 | YELLOWSTONE HOLDINGS GROUP, LLC CAMCO MANUFACTURING, LLC 401(K) PLAN |
GREENSBORO NC |
| 441 |
| $23.7M |
| $1.1M |
| 4 | DEMING, MALONE, LIVESAY & OSTROFF DMLO 401K RETIREMENT PLAN | LOUISVILLE KY | 148 | $23.8M | $1.1M |
| 5 | HOUSING ASSISTANCE CORPORATION HOUSING ASSISTANCE CORPORATION EMPLOYEE PENSION PLAN | HYANNIS MA | 114 | $5.9M | $386K |
| 6 | BIRTCHER ANDERSON & DAVIS ASSOCIATES, INC. BIRTCHER ANDERSON & DAVIS 401(K) PLAN | SAN JUAN CAPISTRANO CA | 95 | $12.9M | $78K |
| 7 | ADROIT CONSTRUCTION CO. INC ADROIT CONSTRUCTION CO. INC PROFIT SHARING AND SAVINGS PLAN | ASHLAND OR | 113 | $14.3M | $38K |
| 8 | BONDED LIGHTNING PROTECTION SYSTEMS, LTD BLP/ALT PROFIT SHARING PLAN | ARGYLE TX | 176 | $10.4M | $36K |
