Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan US Equity # in their Schedule of Assets, totaling $548K 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 | OAK VIEW GROUP LLC OAK VIEW GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST | DENVER CO | 1 | $10.6M | $356K |
| 2 | PINNACLE VENUE SERVICES LLC PINNACLE VENUE SERVICES LLC 401(K) PLAN | DENVER CO | 0 | $1.5M | $75K |
| 3 | FNBC BANK FNBC BANK 401(K) PLAN |
ASH FLAT AR |
| 121 |
| $11.0M |
| $59K |
| 4 | THE TOWBES GROUP, INC. THE TOWBES GROUP SALARY SAVINGS PLAN | SANTA BARBARA CA | 110 | $10.5M | $42K |
| 5 | OXFORD FOODS, INC. ZAXBY'S 401(K) PLAN | ATHENS GA | 388 | $1.4M | $17K |
