Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding JP Morgan US Equity Fund Mutual fund in their Schedule of Assets, totaling $17.4M 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 | ROYAL CUP, INC. ROYAL CUP, INC. 401(K) RETIREMENT PLAN | BIRMINGHAM AL | 552 | $46.9M | $4.6M |
| 2 | HCSC ENTERPRISES, INC. HCSC ENTERPRISES, INC. RETIREMENT SAVINGS PLAN | ALLENTOWN PA | 140 | $25.0M | $3.4M |
| 3 | GHIRARDELLI CHOCOLATE COMPANY GHIRARDELLI CHOCOLATE COMPANY 401(K) RETIREMENT & SAVINGS PLAN |
SAN LEANDRO CA |
| 886 |
| $116.2M |
| $2.9M |
| 4 | AIR TRANSPORT INTERNATIONAL, INC. ATI FLIGHT CREW MEMBER 401(K) PLAN | WILMINGTON OH | 553 | $80.8M | $2.5M |
| 5 | HEFFERNAN INSURANCE BROKERS HEFFERNAN INSURANCE BROKERS 401(K) PLAN | WALNUT CREEK CA | 782 | $129.7M | $1.5M |
| 6 | UWAJIMAYA, INC. UWAJIMAYA, INC. 401(K) RETIREMENT PLAN | SEATTLE WA | 563 | $36.4M | $703K |
| 7 | DELPHON INDUSTRIES, LLC DELPHON INDUSTRIES, LLC PROFIT SHARING AND 401(K) PLAN | HAYWARD CA | 180 | $10.6M | $562K |
| 8 | HOSPITAL CENTRAL SERVICES COOPERATIVE, INC. HOSPITAL CENTRAL SERVICES COOPERATIVE, INC. RETIREMENT SAVINGS PLAN | ALLENTOWN PA | 514 | $3.4M | $355K |
| 9 | THE EXPLORATORIUM THE EXPLORATORIUM RETIREMENT PLAN | SAN FRANCISCO CA | 436 | $48.6M | $294K |
| 10 | TARBUT V'TORAH COMMUNITY DAY SCHOOL, NAOMI GELMAN WEISS MEMORIAL TARBUT V'TORAH 403(B) PLAN | IRVINE CA | 150 | $23.4M | $219K |
