Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPM US ACT CORE EQ in their Schedule of Assets, totaling $614.5M 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 | AVAYA INC. AVAYA INC. MASTER TRUST | MORRISTOWN NJ | — | $1.6B | $307.3M |
| 2 | AVAYA INC. AVAYA SAVINGS PLAN FOR SALARIED EMPLOYEES | MORRISTOWN NJ | 983 | $1.4B | $270.9M |
| 3 | AVAYA INC. AVAYA SAVINGS PLAN | MORRISTOWN NJ | 282 |
| $166.8M |
| $36.3M |
