Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JP Morgan Ultra-Short Income " in their Schedule of Assets, totaling $4.2M 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 | ONEONCOLOGY, LLC ONEONCOLOGY CASH BALANCE PENSION PLAN | NASHVILLE TN | 148 | $50.0M | $3.3M |
| 2 | BROTHERHOOD MAINTENANCE OF WAY EMPLOYES DIVISION OF IBT BMWED HEALTH FUND | NOVI MI | 126 | $4.7M | $817K |
| 3 | REV.COM, INC. REV.COM, INC. 401(K) PLAN |
AUSTIN TX |
| 127 |
| $13.5M |
| $30K |
| 4 | GREENSKIES CLEAN ENERGY GREENSKIES 401(K) PLAN | NORTH HAVEN CT | 97 | $6.1M | $16K |
| 5 | HOMETAP EQUITY PARTNERS LLC HOMETAP EQUITY PARTNERS 401(K) PLAN | BOSTON MA | 248 | $12.9M | $6K |
| 6 | FIF ST GEORGE LLC FIF ST GEORGE LLC 401(K) PLAN | ST GEORGE UT | 142 | $4.6M | $4K |
| 7 | MILLENNIA MILLENNIA 401(K) PLAN | CARY NC | 207 | $1.1M | $2K |
