Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding JP Morgan U.S. Equity Fund Mutual Fund in their Schedule of Assets, totaling $37.8M 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 | QUINN EMANUEL URQUHART & SULLIVAN, LLP QUINN EMANUEL URQUHART & SULLIVAN, LLP 401(K) PLAN | LOS ANGELES CA | 860 | $432.9M | $27.1M |
| 2 | QUINN EMANUEL URQUHART & SULLIVAN, LLP QUINN EMANUEL URQUHART & SULLIVAN, LLP ASSOCIATES 401(K) PLAN | LOS ANGELES CA | 833 | $169.6M | $6.7M |
| 3 | ZONES, LLC |
AUBURN WA |
| 1,116 |
| $109.1M |
| $3.7M |
| 4 | NODAWAY VALLEY BANK NODAWAY VALLEY BANK 401(K) PROFIT SHARING PLAN | MARYVILLE MO | 156 | $40.0M | $330K |
| 5 | ARC OF SOUTHINGTON ARC OF SOUTHINGTON 403(B) PLAN | PLANTSVILLE CT | 98 | $1.6M | $33K |
| 6 | INDEPENDENT OPTIONS, INC. INDEPENDENT OPTIONS, INC. PROFIT SHARING 401(K) PLAN | CORONA CA | 366 | $8.0M | $31K |