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 Fund Registered investment company in their Schedule of Assets, totaling $11.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 2 SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN | KANSAS CITY MO | 3,023 | $108.2M | $5.2M |
| 2 | ALASKA NATIVE TRIBAL HEALTH CONSORTIUM ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT SAVINGS PLAN | ANCHORAGE AK | 4,336 | $227.2M | $2.8M |
| 3 | LM WIND POWER BLADES (USA) INC. |
GRAND FORKS ND |
| 538 |
| $21.3M |
| $1.8M |
| 4 | ALASKA NATIVE TRIBAL HEALTH CONSORTIUM ALASKA NATIVE TRIBAL HEALTH CONSORTIUM RETIREMENT PLAN | ANCHORAGE AK | 3,169 | $164.0M | $1.5M |
| 5 | GUIDO'S QUALITY FRUIT & PRODUCE GUIDO'S QUALITY FRUIT & PRODUCE 401(K) SAVINGS PLAN | PITTSFIELD MA | 196 | $12.5M | $63K |
