Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding JP Morgan US Equity Fund # in their Schedule of Assets, totaling $65.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OAK VIEW GROUP, LLC OAK VIEW GROUP 401(K) PLAN | PHILADELPHIA PA | 49,999 | $176.1M | $21.4M |
| 2 | FAMILY HEALTH INTERNATIONAL FHI 360 EMPLOYEES' PENSION PLAN | DURHAM NC | 1,192 | $257.9M | $17.4M |
| 3 | ABT ELECTRONICS, INC. ABT ELECTRONICS, INC. 401(K) RETIREMENT SAVINGS PLAN AND TRUST |
GLENVIEW IL |
| 1,718 |
| $124.7M |
| $8.2M |
| 4 | PRIVIA MEDICAL GROUP INDIANA, LLC ELKHART CLINIC, LLC EMPLOYEES' PROFIT SHARING PLAN | ELKHART IN | 313 | $67.2M | $3.2M |
| 5 | PIONEER INDUSTRIES INTERNATIONAL, INC. PIONEER INDUSTRIES INTERNATIONAL, INC. 401(K) RETIREMENT SAVINGS PLAN | NEW BRIGHTON MN | 154 | $18.8M | $2.8M |
| 6 | CNB BANK SHARES, INC. CNB BANK SHARES, INC. 401(K) | CARLINVILLE IL | 388 | $40.0M | $2.2M |
| 7 | PHOEBE-DEVITT HOMES PHOEBE-DEVITT HOMES 401(K) RETIREMENT SAVINGS PLAN | ALLENTOWN PA | 1,020 | $39.5M | $1.7M |
| 8 | SMS DATA PRODUCTS GROUP, INC. SMS DATA PRODUCTS GROUP, INC. 401(K) RETIREMENT PLAN | MC LEAN VA | 627 | $84.3M | $1.6M |
| 9 | MARCUS DALY MEMORIAL HOSPITAL CORPORATION BITTERROOT HEALTH 401(K) PLAN | HAMILTON MT | 846 | $56.8M | $1.1M |
| 10 | ROECHLING MEDICAL ROCHESTER, L.P. ROECHLING MEDICAL 401(K) PLAN | ROCHESTER NY | 462 | $25.1M | $1.0M |
