Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding JPM US Equity Fund Mutual Fund in their Schedule of Assets, totaling $1.7M 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 | THE MERCADIEN GROUP, LLC THE MERCADIEN GROUP, LLC 401(K) PLAN | PRINCETON NJ | 141 | $31.5M | $867K |
| 2 | SPENCER'S AIR CONDITIONING & APPLIANCE, INC. SPENCER'S AIR CONDITIONING & APPLIANCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN | CHANDLER AZ | 242 | $414.8M | $440K |
| 3 | SPENCER'S TV AND APPLIANCE |
CHANDLER AZ |
| 334 |
| $23.6M |
| $440K |
