Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JP Morgan JP Morgan US Equity in their Schedule of Assets, totaling $7.0M 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 | UNITED WORKERS RETIREMENT PLAN, INC. RETIREMENT4CONTRACTORS POOLED EMPLOYER PLAN | SAN ANTONIO TX | 3,377 | $17.6M | $1.7M |
| 2 | PINEHURST MEDICAL CLINIC, INC. PINEHURST MEDICAL CLINIC, INC. 401(K) PROFIT SHARING PLAN | PINEHURST NC | 823 | $152.9M | $1.6M |
| 3 | WORLD EDUCATION SERVICES, INC. |
NEW YORK NY |
| 269 |
| $38.5M |
| $1.6M |
| 4 | TRESCAL, INC. TRESCAL, INC. EMPLOYEE 401(K) PLAN | HARTLAND MI | 492 | $45.0M | $1.4M |
| 5 | WORLD EDUCATION SERVICES, INC. WORLD EDUCATION SERVICES, INC. 401(A) DC PLAN | NEW YORK NY | 262 | $17.1M | $567K |
| 6 | IOWA PLAINS SIGNING, INC. IOWA PLAINS SIGNING, INC. 401(K) PLAN | SLATER IA | 264 | $6.6M | $99K |
| 7 | THE LAGUNITAS BREWING COMPANY LAGUNITAS BREWING CO. 401(K) & PROFIT SHARING PLAN | PETALUMA CA | 379 | $28.2M | $85K |
