Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMorgan Asset Management JPMorgan U.S. Equity Fund in their Schedule of Assets, totaling $459K 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 | FOOD CONCEPTS INTERNATIONAL, LP FOOD CONCEPTS INTERNATIONAL, LP 401(K) PLAN | LUBBOCK TX | 1,368 | $14.5M | $224K |
| 2 | CHARTER OAK HEALTH CENTER, INC. CHARTER OAK HEALTH CENTER, INC. 403(B) PROFIT SHARING PLAN | HARTFORD CT | 197 | $6.1M | $94K |
| 3 | CCJ & ASSOCIATES, LLC |
LAPORTE TX |
| 116 |
| $15.9M |
| $93K |
| 4 | EURO-COMPOSITES CORPORATION EURO-COMPOSITES CORPORATION 401K PROFIT SHARING PLAN | ELKWOOD VA | 132 | $5.1M | $48K |
