Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JP Morgan US Equity A Mutual fund in their Schedule of Assets, totaling $7.6M 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 | BBC STUDIOS AMERICAS, INC. BBC STUDIOS AMERICAS, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 500 | $77.5M | $3.3M |
| 2 | PEABODY MOTOR SPORTS, INC. PEABODY MOTOR SPORTS, INC. 401(K) PROFIT SHARING PLAN | PEABODY MA | 445 | $38.1M | $2.8M |
| 3 | CARIBOU COFFEE COMPANY, INC. |
BROOKLYN CENTER MN |
| 7,328 |
| $46.3M |
| $1.5M |