Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan Jpmorgan Ultra-Short Income in their Schedule of Assets, totaling $615K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AGILE DEFENSE LLC AGILE DEFENSE LLC 401(K) PLAN | MCLEAN VA | 2,475 | $75.7M | $574K |
| 2 | REVIVE INFRASTRUCTURE GROUP, LLC REVIVE INFRASTRUCTURE GROUP, LLC 401(K) PLAN | PACIFIC MO | 290 | $5.6M | $21K |
| 3 | SOUTHERN DEVELOPMENT & CONSTRUCTIONS, INC SDC GROUP 401(K) PLAN |
OVIEDO FL |
| 380 |
| $3.9M |
| $16K |
| 4 | MOMNT TECHNOLOGIES, INC. MOMNT TECHNOLOGIES, INC. 401(K) PLAN | ATLANTA GA | 85 | $3.7M | $4K |
