Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan JPMorgan Total Return A in their Schedule of Assets, totaling $1.4M 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 | COLLINS MEDICAL ASSOCIATES 2, P.C. COLLINS MEDICAL ASSOCIATES 2, P. C. 401(K) PLAN | HARTFORD CT | 140 | $32.0M | $1.4M |
| 2 | SERVE U BRANDS, INC. SERVE U BRANDS, INC. 401(K) PLAN | PHILADELPHIA PA | 781 | $3.8M | $2K |
