Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan U.S. Equity Fund Mutual funds in their Schedule of Assets, totaling $45.1M 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 | HUNTER DOUGLAS, INC HUNTER DOUGLAS, INC. EMPLOYEE SAVINGS 401(K) PLAN | NEW YORK NY | 3,506 | $528.9M | $31.2M |
| 2 | INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION ICMA RETIREMENT CORPORATION RETIREMENT SAVINGS PLAN | WASHINGTON DC | 609 | $396.6M | $13.0M |
| 3 | FSI, INC. |
PORTAGE WI |
| 1,804 |
| $8.8M |
| $918K |
