Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding JPMorgan Emerging Markets Equity Mutual fund in their Schedule of Assets, totaling $1.6M 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 | CITIZENS & FARMERS BANK SBA CASH BALANCE PENSION PLAN FOR CITIZENS & FARMERS BANK | WEST POINT VA | 237 | $21.2M | $988K |
| 2 | DOREL U.S.A., INC. DOREL U.S.A. SALARIED 401(K) RETIREMENT PLAN | COLUMBUS IN | 683 | $88.9M | $343K |
| 3 | THE EXPLORATORIUM THE EXPLORATORIUM RETIREMENT PLAN |
SAN FRANCISCO CA |
| 436 |
| $48.6M |
| $177K |
| 4 | THE CARROLL SCHOOL THE CARROLL SCHOOL RETIREMENT PLAN | LINCOLN MA | 225 | $34.9M | $89K |
| 5 | COMMUNITY BUILDERS OF KANSAS CITY COMMUNITY BUILDERS OF KANSAS CITY RETIREMENT PLAN | KANSAS CITY MO | 103 | $1.5M | $23K |
| 6 | DOREL U.S.A., INC. DOREL U.S.A. ASSOCIATES 401(K) RETIREMENT PLAN | COLUMBUS IN | 280 | $9.5M | $12K |
| 7 | ADVANTAGE INTEGRATION TECHNOLOGY, INC. ADVANTAGE INTEGRATION TECHNOLOGY, INC. 401(K) PLAN | ORLANDO FL | 96 | $3.9M | $2K |
