Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan US Equity Mutual fund in their Schedule of Assets, totaling $14.0M 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 | PENNONI ASSOCIATES INC. PENNONI ASSOCIATES INC. 401(K)/PROFIT SHARING PLAN | PHILADELPHIA PA | 1,365 | $165.4M | $6.6M |
| 2 | NEW JERSEY INSTITUTE FOR DISABILITIES NEW JERSEY INSTITUTE FOR DISABILITIES RETIREMENT PLAN | EDISON NJ | 272 | $37.2M | $4.2M |
| 3 | EDGES ELECTRICAL GROUP LLC |
SAN JOSE CA |
| 308 |
| $37.1M |
| $3.1M |
| 4 | DATAPATH, INC. DATAPATH, INC. 401(K) RETIREMENT PLAN | DULUTH GA | 127 | $12.3M | $90K |
