Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding JP Morgan U.S. Equity Fund - in their Schedule of Assets, totaling $51.1M 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 | RUSSELL T. BUNDY ASSOCIATES, INC. BUNDY ASSOCIATES RETIREMENT PLAN | URBANA OH | 633 | $55.3M | $14.4M |
| 2 | SISECAM CHEMICALS RESOURCES LLC SISECAM US 401K RETIREMENT PLAN | ATLANTA GA | 542 | $114.6M | $5.6M |
| 3 | SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK |
BINGHAMTON NY |
| 302 |
| $84.2M |
| $5.5M |
| 4 | UKROP'S SUPER MARKETS, INC. UKROP'S SAVINGS AND INVESTMENT PLAN | RICHMOND VA | 399 | $39.9M | $4.8M |
| 5 | CORE SPECIALTY INSURANCE SERVICES, INC. CORE SPECIALTY INSURANCE SERVICES, INC. 401(K) PLAN | CINCINNATI OH | 1,033 | $182.5M | $3.7M |
| 6 | CCMSI HOLDINGS, INC. CCMSI 401(K) PLAN | DANVILLE IL | 1,552 | $75.6M | $3.4M |
| 7 | LIVESTOCK NUTRITION CENTER, LLC LIVESTOCK NUTRITION CENTER 401(K) PLAN | MEMPHIS TN | 440 | $22.5M | $2.1M |
| 8 | THE CAMPBELL CLINIC, P.C. THE CAMPBELL CLINIC, P.C. EMPLOYEES' RETIREMENT PLAN AND TRUST | GERMANTOWN TN | 928 | $148.2M | $2.0M |
| 9 | ATA ENGINEERING INC. ATA ENGINEERING, INC. 401(K) RETIREMENT PLAN | SAN DIEGO CA | 223 | $80.0M | $2.0M |
| 10 | THE STEPHENSON NATIONAL BANK & TRUST THE STEPHENSON NATIONAL BANK & TRUST EMPLOYEE'S RETIREMENT SAVINGS PLAN | MARINETTE WI | 114 | $25.7M | $2.0M |
