Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding JP MORGAN STRAT INC OPPTY I Registered Investment Company in their Schedule of Assets, totaling $570K 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 | ALLIED PHYSICIANS INC. ALLIED PHYSICIANS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST | FORT WAYNE IN | 0 | $18.6M | $570K |
