Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JPMORGAN EQ INC I in their Schedule of Assets, totaling $4.2M 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 CATON COMPANIES THE CATON COMPANIES EMPLOYEE SAVINGS AND RETIREMENT PLAN | CHARLOTTESVILLE VA | 324 | $29.8M | $1.7M |
| 2 | MANAGEMENT SERVICES CORPORATION THE CATON COMPANIES EMPLOYEE SAVINGS AND RETIREMENT PLAN | CHARLOTTESVILLE VA | 317 | $20.8M | $1.1M |
| 3 | PMA FINANCIAL NETWORK, LLC |
NAPERVILLE IL |
| 175 |
| $49.9M |
| $1.0M |
| 4 | DENNEY ELECTRIC SUPPLY OF AMBLER DENNEY ELECTRIC SUPPLY COMPANY, INC. 401(K) PLAN | AMBLER PA | 142 | $14.8M | $359K |
