Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding JP Morgan JPMorgan US Equity I in their Schedule of Assets, totaling $9.5M 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 | TROON GOLF, L.L.C. TROON GOLF, L.L.C. 401(K) PLAN | SCOTTSDALE AZ | 26,625 | $333.7M | $7.8M |
| 2 | CIDRA HOLDINGS LLC CIDRA HOLDINGS LLC 401(K) PLAN | WALLINGFORD CT | 139 | $36.6M | $1.6M |
